Wealthcare Aligns Your Life Goals With Your Investments

Wealthcare provides financial guidance tailored to your life
that is driven by your goals — not the market. Our approach puts
your priorities first, so you can focus on your dreams.

So go ahead and dream big.
We’ll help you figure out the rest.

Discover our goals-based investing strategy using the GDX360 process

With Wealthcare, your advisor can put your best interests first. By following our GDX360 process, you and your advisor work together to list your life goals, and then prioritize (trade-off) which goals really mean the most to you.

The result: an investment strategy that’s designed to support you reaching your goals. Goals first, then investments.

With our full process, we'll give you a comfort score. A score of 75-90% means you are in your Comfort Zone.

Learn More About Comfort Zone

From The Wealth Experience Institute

Comfort Zone

Keeping Your Eye on the Prize

MMI Article: The Roadmap to Improved Investor & Advisor Outcomes

Welcome to the Goals Driven Experience

What Makes Wealthcare Different?

A Primer on Comfort Zone

It’s Not What Clients Earn, It’s What They Keep

Growth Conditions Index (GCONIX) Update

What is the Comfort Zone?

It’s the Goals Management Process, Stupid

7 Questions That Clients Wish Their Financial Advisors Would Ask

What Financial Advisors can Learn from Starbucks, Apple and SoulCycle

Connect with an Advisor

Expect more from an advisor. Demand a personalized experience.

Our advisors put you and your goals first, and act in your best interests. We think that’s how it should be.

WealthcareGDX®. Be a part of the experience.

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