A complete list of active advisors currently associated with WealthKare.com, Inc.

Warmer can help you find a great advisor at WealthKare.com, Inc. or one who fits your needs even better.

WealthKare.com, Inc. serves individuals, high‑net‑worth clients, trusts, estates, retirement plans and small businesses, offering discretionary portfolio management, financial planning and consulting, and estate‑planning referrals through a licensed online platform. The firm also advises on assets held away (for example, 401(k)/403(b) plans) and participates as a co‑advisor and model‑marketplace subscriber to support portfolio implementation. The firm typically employs fundamental analysis and a predominantly long‑term investment approach, tailoring asset allocation, model selection and withdrawal/tax planning to clients’ goals, time horizons and risk tolerances. WealthKare uses third‑party model providers (including Altruist), sub‑advisors (Brookstone, Gradient), and client‑facing technology (eMoney) to monitor accounts at least quarterly and provide regular reporting and reviews. WealthKare differs from many peer team firms by operating five offices, maintaining an affiliated educational company (Get More Retirement, LLC) and offering a range of client education and content services—webinars, eBooks, seminars/workshops, subscription offerings and advisor‑facing periodical resources—and by referring clients to a licensed estate‑planning platform. Advisory personnel are also licensed insurance and real‑estate professionals and may receive commissions or referral compensation; the brochure discloses these relationships and describes policies the firm uses to address the resulting conflicts.

To learn more about the advisors currently working at WealthKare.com, Inc., 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.