Wealthcare empowers advisors to envision a future of endless possibilities.

Wealthcare empowers advisors to envision a future of endless possibilities.

Today’s advisor needs to stand out from the crowd.

Elevated Service. Flexible solutions. Confidence you can depend on. That’s the Wealthcare Experience.

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Wealthcare at a Glance

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Affilliated Advisors

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Total Assets

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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

Faster Growth

The Wealthcare approach has been shown to generate advisor growth at rates 3-4 times the industry average.

Cutting Edge Technology

Cutting Edge Technology

Wealthcare provides you with best-in-class technology solutions at each touchpoint in your workflow.

Improved Client Experience

Improved Client Experience

Our model offers an elevated advisory experience that drives client loyalty, longevity and referrals.

Flexible Affiliation Models

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

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

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

Join Our Fee Only Ria

Wealthcare offers employee status to advisors who partner with us directly, providing access to our GDX360 platform and back-office support.

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Open Your Own RIA

We partner with advisors in developing a practice rooted in consistent, repeatable processes and personalized client experiences.

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Stay With Your RIA

Wealthcare offers a solution for state-registered or SEC-registered RIAs to access our GDX360 platform without joining our fee-only RIA.

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Join Our Hybrid RIA

Own a fee and commission-based business? Join our hybrid RIA, and keep your dually-registered status.

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Partner With Us

With multiple partnership options, tailor your Wealthcare experience specifically to fit your business needs so that you can focus on your clients.

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Collaborative Partners

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News & Insights

Wealthcare Launches New Key Enhancements to its Patented Comfort Zone

Wealthcare Launches New Key Enhancements to its Patented Comfort Zone

October 2022

New 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

Wealthcare Continues Strong Growth Through Acquisition of Eagle Financial Management Services

June 2022

West 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

Goals-Based vs Cash-Flow-Based Planning

May 2022

What’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

The Advisor Spotlight – Jasmine Lambert

April 2022

Jasmine Lambert of Fellows Financial Group is part of the LBGTQ+ community and believes that advisors have an opportunity to gain new clients if they...

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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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