West Chester, PA Office

Team
Updated today

Client AUM

$3,731,898,021

Clients

5,638

Advisors

2

Of 32 advisors across 20 offices

Location

1065 Andrew Dr.

West Chester PA 19380

Advisors at this office

2

Advisors at this office

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Joseph G

Series 65

West Chester, PA

Wealthcare Capital Management LLC

Joseph Gairo is a financial advisor at Wealthcare Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to joining Wealthcare Capital Management in 2022, he worked at SEI Investments Company for six years. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, utilizing model portfolios supplemented by alternative investments and specialty platforms.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Henry S

Series 63, Series 66, Series 65

West Chester, PA

Wealthcare Capital Management LLC

Henry Supinski III is an advisor at Wealthcare Capital Management LLC with four years of industry experience. He previously worked at SAP and Mambu Americas Inc and is dually registered with Wealthcare Advisory Partners LLC and Wealthcare Capital Management LLC, splitting his time between the two firms. Wealthcare Capital Management LLC is a multi-team SEC-registered adviser managing approximately $3.93 billion for over 5,600 clients through 33 advisors. The firm serves individual and high-net-worth clients, as well as intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics and proprietary quantitative measures.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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