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❯
Home
Wealthcare Insights
The Goals Driven Experience
Investments
Planning
Comfort Zone
About Us
Our History
Leadership
Our Advisors
Jobs
Disclosures
Contact Us
Sales
Our PA Office
Our VA Office
Support
GDX360
Start A Conversation
Ways To
Work With Us
Join Our Fee-Only RIA
Open an RIA
Stay With Your RIA
Join Our Hybrid RIA
Access GDX360 Platform
Co-Brand GDX360
White Label GDX360
Why
Wealthcare
Succession Planning
Fiduciary Compliance
Marketing Your Business
Onboarding
Practice Management
Transitioning Your Clients
Client Relationship Management
Collaborative Partners
The
GDX360
Difference
GDX360 Process
Comfort Zone
Setting Investment Guidelines
Choosing Investment Strategy
Generating Advisor Alpha
Household Level Rebalancing
Tax Alpha Investing
Ways To
Work With Us
❯
Join Our Fee-Only RIA
❯
Open an RIA
❯
Stay With Your RIA
❯
Join Our Hybrid RIA
❯
Access GDX360 Platform
❯
Co-Brand GDX360
❯
White Label GDX360
❯
Why
Wealthcare
❯
Succession Planning
❯
Fiduciary Compliance
❯
Marketing Your Business
❯
Onboarding
❯
Practice Management
❯
Transitioning Your Clients
❯
Client Relationship Management
❯
Collaborative Partners
❯
The
GDX360
Difference
❯
GDX360 Process
❯
Comfort Zone
❯
Setting Investment Guidelines
❯
Choosing Investment Strategy
❯
Generating Advisor Alpha
❯
Household Level Rebalancing
❯
Tax Alpha Investing
❯
About Us
Leadership
Matt Regan
President
Jim Krause
Chief Compliance Officer
Brandy Weiberg
Managing Director/Head of Operations
Eric Yancey
Chief Technology Officer/Senior Vice President
Justin DuBrueler
Chief Financial Officer
Ron Madey, CFA®
Chief Investment Officer
Russ Reinhart, CFP®
Managing Director of Advisor Development
Michael Murray
Chief Growth Officer
Ken Kideckel, CFA®, CFP®
VP, Portfolio Manager
GDX360 reimagines the advisory business.
Connect With Us Today
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