Wealth Experience Institute

Providing firms, advisors and investors with valuable information about a wide range of topics, including goals-based planning and investing


Formed in 2018, the Wealth Experience Institute is Wealthcare’s independent information and resource center – operating at the intersection of Life and Wealth. Its mission is to capture and chronicle the shifting trends and challenges related to the experience of wealth management for clients and the advisors who guide them.

Areas of focus include goal setting, goals trade-off (prioritization) and attainment, life-based financial planning, life cycle transitions, retirement, health, technology, culture and community. Guided by an advisory board of academic, financial and business professionals, the Institute provides research, education and consultation to support Wealthcare, advisors and clients.

Contact our Advisor Development team today to learn how you can tap into the power of our GDX360 process in your practice or firm.

Home Office – Richmond, VA

Two James Center
1021 East Cary Street, Suite 1120
Richmond, VA 23219
(804) 644-4711

Regional Office – West Chester, PA

1065 Andrew Drive
West Chester, PA 19380
(484) 232-5283

Sales Team

Email – salesteam@wealthcarecapital.com
Phone – (484) 232-5283