Jackson, CA Office

WealthCare Asset Management is a registered investment adviser that provides discretionary asset management for individuals, high‑net‑worth clients, trusts, estates, retirement plans and business entities. The firm reports roughly $210.8 million in regulatory assets under management across about 586 client relationships and supplements portfolio services with ancillary offerings such as cash monitoring, pension‑maximization guidance, and periodic newsletters.

The firm’s investment process emphasizes technical and market‑timing analysis — including charting, cyclical indicators and proprietary weightings of indicators such as the MACD — and applies a disciplined, sell‑side approach intended to mitigate risk. Portfolios are constructed from ETFs, individual stocks, bonds, mutual funds and options, and the brochure discloses use of short‑term trading and options strategies, the ability to employ leveraged products, and the engagement of third‑party sub‑advisors or held‑away account platforms when appropriate.

Notable distinctions relative to many team advisers include an explicit absence of stand‑alone financial planning services, a $500,000 typical account minimum, and the firm’s disclosure of derivatives and options trading within managed accounts. The firm is owner‑managed with the principal also serving as chief compliance officer and discloses solicitor/referral arrangements and external marketing materials (the firm’s materials indicate use of client testimonials), features that together and its proprietary technical model differentiate it from many peers.