Wealthcare
Gregory Michaels has a diverse work experience spanning a variety of industries. Gregory is currently serving as the Vice President of Corporate Development at Wealthcare since August 2023. From October 2017 to August 2023, they held the role of Vice President at Woodbridge International. Prior to that, they worked at Vistage as a Regional Consultant for the Mid-Atlantic Region from March 2014 to October 2017. Additionally, Gregory served as the Commercial Real Estate Sales & Acquisitions Manager at The Compass North Companies from February 2012 to March 2014. Previously, they worked as a Private Banking Associate at Credit Suisse Private Banking USA from September 2008 to February 2011 and as a Financial Advisor at Merrill Lynch from April 2004 to September 2008. Gregory'searly experience includes roles as a Tax Advisor/Financial Advisor at H&R Block from August 2003 to April 2004 and as a Summer Intern at Rorer Asset Management from 1999 to 2002. Throughout their career, Gregory has demonstrated their skills in corporate development, real estate, private banking, and financial advisory.
Gregory Michaels received their Bachelor of Arts (B.A.) in Economics from Washington and Lee University from 1999 to 2003. In 2017, they obtained a Corporate Finance Certification from the University of Phoenix, specializing in Banking, Corporate Finance, and Securities Law.
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Wealthcare
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