Wealthcare Capital Management

www.wealthcaregdx.com

Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan’s comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk

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Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan’s comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk

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Country

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State

Virginia

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City (Headquarters)

Richmond

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Employees

11-50

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Founded

1999

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Vice President | Senior Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Vice President - Trading and Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Technology Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director - Head of Operations

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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