A complete list of active advisors currently associated with Wealthcare Investment Partners LLC

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

WealthCare Investment Partners LLC provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and employer retirement plans. The firm operates as a registered investment adviser and describes its role as a fiduciary, delivering model‑based portfolio management alongside written or hourly financial planning engagements. WCIP’s investment approach emphasizes long‑term, model portfolio construction using primarily low‑cost diversified mutual funds, with ETFs and select individual equities added for diversification; the adviser also applies fundamental, technical and cyclical analysis and will rebalance or trade shorter‑term as client objectives or market conditions warrant. Client assets are managed on a discretionary basis, cash balances may be swept into FDIC‑insured deposit accounts, and the firm provides ERISA‑related retirement plan services including both 3(21) and 3(38) support. What distinguishes WCIP from many peers is scale and structure: the firm reports managing about $859.6 million for roughly 1,816 clients with five advisors, an unusually high client‑to‑advisor ratio that aligns with its use of model portfolios and standardized administration. WCIP is also a sponsor of a wrap fee program that bundles transaction costs into an asset‑based fee and maintains an institutional custody relationship that supplies trading, technology and support; those features, together with certain advisory personnel’s broker‑dealer and insurance affiliations, influence its operational model and conflict‑management practices.

To learn more about the advisors currently working at Wealthcare Investment Partners LLC, 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.