Whealthcare Solutions, Inc
www.whealthcareplan.comWhealthcare Solutions provides innovative software solutions, training programs, and coaching services that enable wealth management firms to more successfully meet the needs of older adults and their families. We help financial advisors connect and communicate more effectively with older adults, empowering them to protect family wealth and legacies, and deepen client relationships. We offer training and coaching by medical professionals from the Massachusetts General Hospital – the #1 ranked psychiatry department in the United States – and the Hallowell Centers, led by best-selling author and psychiatrist Dr. Ned Hallowell.
Read moreWhealthcare Solutions provides innovative software solutions, training programs, and coaching services that enable wealth management firms to more successfully meet the needs of older adults and their families. We help financial advisors connect and communicate more effectively with older adults, empowering them to protect family wealth and legacies, and deepen client relationships. We offer training and coaching by medical professionals from the Massachusetts General Hospital – the #1 ranked psychiatry department in the United States – and the Hallowell Centers, led by best-selling author and psychiatrist Dr. Ned Hallowell.
Read moreCountry
State
Massachusetts
City (Headquarters)
Belmont
Employees
1-10
Founded
2013
Social
Employees statistics
View all employeesPotential Decision Makers
Founder , Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Member of the Advisory Board at Cogniscient , Inc. , Parent Company of Whealthcare Planning Llc.
Email ****** @****.comPhone (***) ****-****
Technologies
(19)