Jeffrey Perry

Wealthcare Advisor

About Jeffrey

Serving people is in Jeffrey’s blood.

Perhaps it can be traced back to his grandfather who was a financial advisor 40 years ago. Or maybe it was his father who invited him to start making financial decisions in his teens. And it’s certainly reflected in Jeffrey’s faith and his interest in mentoring young men.

Whether you need help with your financial plan or just an investment idea, Jeffrey believes it’s crucial to lead by example and instill integrity in all he does. This is why he created ClearPath Advisors located in Potomac Falls, Va.

Jeffrey is a member of the Rotary Club of Ashburn and is actively involved in the Big Brother mentoring program. Be sure to ask him about one young man in particular that he’s had the privilege of getting to know and support. He’s also an active member of the McLean Bible Church.

Family and friends are also very important. Jeffrey loves to spend time with his wife Erika, and their two Boston Terrier pups.

Jeffrey Perry

Life Relevant Financial Advice

My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you explore your highest aspirations and imagine the life you may have never thought possible before. And together, we’ll create your personal “Financial Success” plan.

Contact Me

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Why Wealthcare?

Established in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.

We accomplish this by helping you understand and identify your most important life goals. And then we align your investments with those goals. Our process guides you through the myriad of changes in your life that will invariably require financial decisions. This is what we refer to as Financial Guidance for Life.

At Wealthcare, we measure our success in our clients’ fulfillment — one client at a time.

With our goals-driven investing approach, you will:

  • Have your personal goals in complete alignment with your investments.
  • Always know where you stand and we’ll present your progress reports in “plain” English.
  • Have confidence in your ability to achieve your goals, independent of market fluctuations and changing life circumstances.





Our Process

Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.

Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.

MOST IMPORTANTLY, THE WEALTHCARE PROCESS IS YOU- DRIVEN. NOT MARKET DRIVEN. IT’S POWERFULLY SIMPLE. IT’S REFRESHINGLY CLEAR.

And it all STARTS WITH A GREAT CONVERSATION

A conversation that helps you to visualize your most important life goals

 

Dream Big

Do you like to travel? How will you pay for your children’s education? What exactly does “comfortable” retirement look like to you? You’ll cover these topics — and more — during our initial conversation.

We’ll use this conversation as a launching pad for creating your financial life plan. My objective as your Wealthcare advisor is to inspire and guide you toward achieving the life of your dreams. I will help you define your life goals, and most importantly, will guide you toward achieving them.

But this is just a beginning. Wealthcare’s financial plan is not a “set it and forget it” tool. It’s a dynamic financial guidance system that evolves as your circumstances and financial markets change. I will continually monitor your plan against your changing life events and your investment portfolio, keeping the two in sync. Our software runs sophisticated market simulations, designed to monitor, measure and track your progress and report back to you with clarity.

Your Comfort Zone®

You will have confidence in your financial life plan because I will be constantly performing analytics in an effort to ensure your success. At Wealthcare, we call this being in the Comfort Zone. The Comfort Zone measures the probability of reaching your financial goals. And it also alerts you if you veer off course.


John & Ann's Confidence Level is 85%

Overfunded

Comfort Zone®

Underfunded

  • $1,000,000
  • $800,000
  • $600,000
  • $400,000
  • $200,000

Net Worth $

  • 2016
  • 2020
  • 2025
  • 2030
  • 2035
  • 2040
  • 2045
  • 2050
  • 2055
  • 2060

John's Age

  • 36
  • 40
  • 45
  • 50
  • 55
  • 60
  • 65
  • 70
  • 75
  • 80

Ann's Age

  • 34
  • 38
  • 43
  • 48
  • 53
  • 58
  • 63
  • 68
  • 73
  • 78
  • Savings Goal
  • Life Goal
  • Educational Goal
  • Retirement Goal
  • Retirement Income Goal

Click on a goal to see more

This chart is for illustrative purposes only.

Stay on Course

The Wealthcare process is YOU-driven, not market-driven. As your circumstances, goals and priorities change, I will work with you to make appropriate adjustments. Whatever life events come your way — from expanding your family to buying a vacation home — I will monitor and measure each event against its financial impact on your plan.








 
 

Enjoy a Fulfilling Life Now

At Wealthcare, we don’t believe you should make unnecessary sacrifices in life, or take unnecessary risk.


What if you could: Spend more. Save less. Retire earlier. Or take less investment risk?

With the Wealthcare advising process we can explore these possibilities. When your plan is inside the Comfort Zone, you can be confident you will arrive at your desired financial destination. Our singular purpose is to help you make the most of your life.

  • The Wealthcare process addresses your financial needs AND your dreams
  • It shows how to make smart trade-offs among your different and often competing priorities
  • It helps you achieve a unique personal balance

Learn More About Wealthcare


What's Wealthcare?

Discover what you can expect from the Wealthcare process.

Learn More

Life + Investing

Living well...investing well... In the Wealthcare process, it’s all one and the same.

Learn More

It All Starts with a Great Conversation

A conversation that helps you visualize your most important goals and helps your advisor create a life plan for achieving those goals.

Learn More

What is Comfort Zone?

Central to the Wealthcare GDX360 process is the Comfort Zone®, produced by our patented financial planning technology.

Learn More

Contact

Ready to start the conversation? Contact me at (703) 867-4534 to schedule an appointment.


Jeffrey Perry
46090 Lake Center Plaza, Potomac Falls, VA, USA

Phone: (703) 867-4534
FAX: (703) 373-4275
Email: jeff@clearpathadvice.com

Strategic Partnerships

Wealthcare Advisory Partners LLC (WCAP) has developed strategic relationships with several firms in order to provide a full investment management experience for our advisors and clients. The key firms in our investment process and their relationship with WCAP are described below:

LPL Financial

strategic-partnerships-collage

LPL Financial LLC (LPL) is a FINRA-regulated full-service broker-dealer which provides brokerage services to WCAP advisors. Most of WCAP's advisors are also securities registered with LPL. LPL offers a full range of securities products and services, as well as insurance products and services which are made available to WCAP clients through our common financial advisors.

LPL also provides custody and clearing for WCAP's Advisory accounts.

Wealthcare Capital Management

Wealthcare Capital Management LLC (WCM) is contractually engaged by WCAP to provide financial planning, discretionary investment management and non-discretionary advisory services to WCAP clients. The financial planning process WCAP uses was developed by WCM, and WCM manages and runs the planning department and technology that WCAP uses today.

WCM is an Investment Advisory firm registered with the Securities and Exchange Commission and manages over $1.3 Billion.

WCM also provides WCAP administrative, corporate financial, accounting and legal services under contract to WCAP to facilitate the running of WCAP's business.

While WCM and WCAP have some common corporate management and staff, they are separate and distinct legal entities with their own ownership structure.

WCAP and WCM are Investment Advisors registered with the Securities and Exchange Commission. Securities offered through LPL Financial, Member FINRA/SIPC.

LPL is not otherwise affiliated with WCAP or WCM. There is no common control or ownership, and LPL is a separate legal entity.