Summerfield, FL Office

WealthKare serves individual and high‑net‑worth clients, as well as trusts, estates, pension and charitable accounts, delivering discretionary portfolio management, financial planning and consulting, and co‑advisor relationships with third‑party managers. The firm also supports assets held away (e.g., workplace retirement plans) and offers estate‑planning access via a licensed technology platform to help clients create and manage legal documents.

The firm’s investment process emphasizes fundamental analysis and generally favors long‑term strategies tailored to each client’s goals, time horizon and risk tolerance, with formal reviews at least annually and ongoing monitoring. WealthKare subscribes to model portfolios through third‑party marketplaces (including an Altruist model marketplace) and acts as co‑advisor on sponsored platforms, and it discloses use of AI tools to support research and administrative workflows rather than to replace advisor judgment.

Compared with peers, WealthKare operates from five offices and combines traditional advisory services with several uncommon offerings: it participates in a bundled subscription program through a custodian platform, provides client education (eBooks, webinars and seminars), and maintains affiliated insurance and real‑estate activities (advisory persons are also licensed as insurance professionals and/or real estate agents). The firm also integrates estate‑planning technology (Wealth.com) and has structured co‑advisor fee and incentive arrangements with third‑party managers, which are disclosed to clients.