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.
Then, it simulates 1,000 lifetimes and market scenarios, generating a score that reflects the percentage of times those goals would be met or surpassed. More than a number, your Comfort Zone score reflects how confident and comfortable you can be in your financial future.
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.