Why Wealthcare?

Establised in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.

We accomplish this by helping you understand and identify your most important life goals. And hten we allign your investments with those goals. Our process guides you through the myriad of changes in your life that will invariably require financial decisions. This is what we refer to as Financial Guidance for Life.

At Wealthcare, we measure our success in our client's fulfillment - one client at a time.

With our goals-driven investing approach, you will:

  • Have your personal goals in complete alignment with your investments. 
  • Always know where you stand and we'll present your progress reports in "plain" English.
  • Have confidence in your ability to achieve your goals, independent of market fluctuations and changing life circumstances.