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Wealthcare empowers advisors to envision a future of endless possibilities.
Wealthcare at a Glance
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Affilliated Advisors
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Managed Portfolios
The Wealthcare Experience
Whether you’re thinking about going independent or are looking to improve your business model, Wealthcare offers flexible solutions to help advisors scale, create enterprise value and improve client experience.
Faster Growth
The Wealthcare approach has been shown to generate advisor growth at rates 3-4 times the industry average.
Cutting Edge Technology
Wealthcare provides you with best-in-class technology solutions at each touchpoint in your workflow.
Improved Client Experience
Our model offers an elevated advisory experience that drives client loyalty, longevity and referrals.
Flexible Affiliation Models
We offer fully open and customizable options, and a simple fee structure, giving you complete control over your business.
Operating Leverage and Scale
We help you to build enterprise value and scale, and to develop a succession plan to realize the full value of the business you’ve worked hard to build.
Practice Transformation
Our experienced team takes a personalized, consultative approach – whether you’re just going independent, need help transitioning to a fee based model, or want to optimize your operations.
Choose Your Path
News & Insights
Wealthcare Launches New Key Enhancements to its Patented Comfort Zone
October 2022New Digital Dashboard will help financial advisors enrich their client experience.
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Wealthcare Continues Strong Growth Through Acquisition of Eagle Financial Management Services
June 2022West Chester, PA (June 16, 2022) – Wealthcare Capital Management LLC (“Wealthcare”), a technology-enabled full-service RIA that supports...
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Goals-Based vs Cash-Flow-Based Planning
May 2022What’s the #1 question we get from advisors when it comes to their planning approach? “Which is a better method: Goals-Based or...
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The Advisor Spotlight – Jasmine Lambert
April 2022Jasmine Lambert of Fellows Financial Group is part of the LBGTQ+ community and believes that advisors have an opportunity to gain new clients if they...
Read MoreRecent Rankings and Accolades
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Your business, your way.
Wealthcare offers a variety of ways to partner with us that fits your business needs and align with your vision of a successful future.
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