Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan’s comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk
View Top Employees from WealthcareWebsite | https://www.wealthcaregdx.com/ |
Revenue | $7 million |
Employees | 58 (56 on RocketReach) |
Founded | 1999 |
Address | 1021 E Cary St Ste 1120, Richmond, Virginia 23219, US |
Phone | (804) 644-4711 |
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Industry | Investment Management, Software General, Management Consulting, Other Financial Services, Small Business Retirement Plans, Software, Professional Services, Business/Productivity Software, Individual Investing |
Web Rank | 10 Million |
Keywords | Wealthcare Capital Management, Wealthcare, Gary Wirwille |
Competitors | CI Brightworth Private Wealth, Cassaday & Company, Inc., Frontier Wealth Management (Now CAPTRUST), Rodgers & Associates, The Colony Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 561 Companies, NAICS Code 56 Companies |
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The Wealthcare annual revenue was $7 million in 2024.
Matt Regan is the CEO of Wealthcare.
56 people are employed at Wealthcare.
Wealthcare is based in Richmond, Virginia.
The NAICS codes for Wealthcare are [561, 56].
The SIC codes for Wealthcare are [628, 62].