Wealthcare Welcomes Andreas Wochtl
Andreas is a financial advisor based in the western suburbs of Philadelphia, PA with 9 years of experience in the financial services industry. He offers goals-driven wealth management to entrepreneurs, real estate investors, and individuals and families with a focus on tax-efficiency. As a financial planner, Andreas provides clients with asset management, retirement income planning, and tax planning strategies. Andreas also works closely with his client’s other professional advisors on complex strategies related to asset transfer and estate planning.
Andreas chose to affiliate with Wealthcare to gain access to the GDX360® process and the WealthcareGDX® (Goals-Driven eXperience) platform. Utilizing this platform, Andreas can relinquish many of his non-revenue-generating tasks to Wealthcare. This allows him to focus on his mission, helping clients make informed financial decisions.
Through the GDX360 process, Andreas can provide clients with a wealth of information, from investment strategies to tax optimization. Wealthcare’s process synchronizes his clients’ financial plans with their investments and calculates their Comfort Zone® based on their life goals. As the process monitors changes to his client’s plan based on life goals or market changes, Andreas can proactively provide his clients with financial strategies that will keep them on track to reaching their personal goals.
