A complete list of active advisors currently associated with Wealthcare

Warmer can help you find a great advisor at Wealthcare or one who fits your needs even better.

WealthCare provides tailored investment and planning services to individuals and families, including high‑net‑worth clients, offering discretionary asset management, written asset-allocation advice, financial planning, and income tax planning and preparation. The firm gathers client information through a fact‑finder and data‑gathering meetings to customize recommendations across retirement, tax, estate, and investment matters. The firm constructs customized allocations using a combination of economic, fundamental, and technical analysis and primarily invests in mutual funds, ETFs, stocks, and bonds; its stated philosophy is long‑term but it will actively trade and may hold positions for short periods when circumstances warrant. WealthCare manages accounts on a discretionary basis, may engage third‑party sub‑advisers and model portfolios for portions of client accounts, and monitors those sub‑advisers’ performance regularly. Noteworthy features include the owner’s provision of tax preparation services to clients and an explicit disclosure that the firm can financially benefit from IRA rollovers and from allocations between bond and equity portfolios. The firm also relies on a custodian relationship that supplies institutional support and client reporting, does not aggregate client trades for block execution, and does not vote client proxies on their behalf.

To learn more about the advisors currently working at Wealthcare, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.