Whealthcare Solutions, Inc

www.whealthcareplan.com

Whealthcare 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.

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Whealthcare 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.

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Country

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State

Massachusetts

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City (Headquarters)

Belmont

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Employees

1-10

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Founded

2013

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Social

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Potential Decision Makers

  • Founder , Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Member of the Advisory Board at Cogniscient , Inc. , Parent Company of Whealthcare Planning Llc.

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

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