Wealthcare Partners
Our goal is make a positive difference in our client's futures by guiding them throughout their financial journey and provide advice that helps create financial confidence. We seek to provide great client service that develops long-term relationships with clients who trust us because we act with integrity and are dedicated to helping them as they pursue their goals of total wealth care. We serve families and small business owners who want to achieve financial freedom but are unsure how to get there. We believe financial confidence is best achieved through strategic money management, not a buy and hold strategy, with ongoing tax and estate planning to protect your family and maximize cash flow. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Advisor. Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Wealth Services, LLC or CWM, LLC and have not been reviewed by Cetera or CWM as to accuracy or completeness.
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Verified contacts
11
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
52
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- BM
Brittney Morris
Operations Associate · Operations
EmailPhone - MK
Monica Kurbursky
Operations Associate · Operations
EmailPhone - EF
Eric Ford
CEO, Senior Wealth Advisor · Finance & Accounting
EmailPhone - MA
Matthew Alspaugh
Senior Relationship Manager · Other
EmailPhone - BT
Brooke Taylor
Senior Relationship Manager · Finance & Accounting
EmailPhone - JS
Jen Spencer
Client Relationship Manager · Customer/Client Service
EmailPhone - KW
Kristan Weatherford
Operations Administrative Associate · Operations
EmailPhone - SF
Steve Ford
Founder & President, Senior Wealth Advisor · Other
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Wealthcare Partners
7 distinct titles indexed · top 7 shown.
- 2client relationship manager
- 2operations associate
- 2senior relationship manager
- 1ceo, senior wealth advisor
- 1financial advisor
- 1founder & president, senior wealth advisor
- 1operations administrative associate
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