Wealthcare
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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Verified contacts
55
available on Kipplo
LinkedIn employees
63
11 to 50 range
Open roles
—
no listings
Distinct roles
43
indexed titles
Tech stack
2
tools in use
Monthly traffic
338
organic / mo
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Decision-makers and verified team members
55 contacts with verified email or phone · masked until revealed.
- AL
Alicia Lugg
Director, Training and Project Management · Other
EmailPhone - BJ
Brian J. Ward
Senior Investment Advisor · Finance & Accounting
EmailPhone - JC
Jeffrey C. Leighton
Head of Sales · Sales & Business Development
EmailPhone - NM
Nicholas Mitchell
Director of Trading · Finance & Accounting
EmailPhone - PE
Preston Edwards
Director of Billing and Revenue · Finance & Accounting
EmailPhone - KL
Kevin London
SVP, Advisor · General Business & Management
EmailPhone - AW
Andreas Wochtl
Sr Wealth Advisor · Finance & Accounting
EmailPhone - JM
Jim Madden
Private Wealth Manager · Finance & Accounting
EmailPhone - BB
Bryan Brown
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 55 verified contacts
Top roles at Wealthcare
43 distinct titles indexed · top 10 shown.
- 6financial advisor
- 3financial analyst
- 2chief compliance officer
- 2director of billing and revenue
- 2marketing manager
- 2registered investment advisor representative
- 2trading specialist
- 1-'
- 1advisor
- 1ceo
- +33more titles
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