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

Comfort Zone® evaluates your financial resources alongside your goals—now and into the future

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.