Winston Salem, NC North Nc Highway 109 Office
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Wealthcare Advisory Partners LLC
Multi-team
Firm-wide stats for Wealthcare Advisory Partners LLC
About
Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a mix of individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations and businesses. Services include discretionary and non‑discretionary portfolio management, standalone financial planning, and retirement plan advisory work that can include ERISA 3(21) and 3(38) investment oversight and vendor analysis.
The firm’s investment work is framed around a goals‑based financial advising discipline that incorporates patented Wealthcare software and a behavioral economics framework to align client preferences with plausible long‑term strategies. Its evidence‑based process uses proprietary quantitative metrics (for example, a Wealthcare Skill Index and the Growth Conditions Index) alongside fundamental, technical and behavioral analysis, and it implements both passive index‑tracking and active manager allocations as well as dynamic rebalancing when appropriate.
Wealthcare is an enterprise‑scale advisor with several institutional and corporate affiliations (including common ownership with Wealthcare Capital Management and ties to Sammons Financial Group) and participates in multiple custodial and platform relationships (e.g., LPL, Schwab, Pershing, Fidelity, AssetMark and others). Distinctive operational features in the brochure include its use of third‑party alternative‑investment platforms and private fund constructs (including access to DSTs and multi‑manager private strategies), a wrap‑fee program and the fact that some advisory personnel also operate in broker‑dealer and insurance capacities — arrangements the firm discloses and addresses through oversight and written policies.
Based on Wealthcare Advisory Partners LLC
Expertise
Based on Wealthcare Advisory Partners LLC
Location
8606 North Nc Highway 109
Winston Salem NC 27107
Advisors at this office
3
Advisors at this office
Craig F
Series 66
Winston-Salem, NC
Wealthcare Advisory Partners LLC
Craig Fishel is a financial advisor at Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Horace Mann Investors, Edward Jones, Guardian Life, Consolidated Planning, and Prudential Financial Planning Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.
Colby D
Series 65
Winston-Salem, NC
Wealthcare Advisory Partners LLC
Colby Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 65 designation and four years of industry experience. His background includes roles at Triad Advisors, Inc. and several related financial and consulting firms. Outside of advising, he has been involved in insurance sales and administration through Carolina Financial Professionals. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, employing a goals-based approach that integrates proprietary software and behavioral economics alongside both passive and active investment strategies.
William T
Series 63, Series 65
Winston-Salem, NC
Wealthcare Advisory Partners LLC
William Thornton is a financial advisor at Wealthcare Advisory Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with M. S. Howells & Co. and Efficient Advisors, LLC. Outside of his advisory work, he serves as Treasurer for Bethel Methodist Men, assisting with fundraising and charitable activities. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary Wealthcare software, behavioral economics, and both passive and active investment strategies.
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