Wealthcare
Holly Sharp is an accomplished RIA Solutions Specialist at Wealthcare Capital Management, where professional contributions began in 2019. Prior to this role, Holly served as an Advisory Services Product Manager and Financial Advisor at Capitol Securities Management Inc. from 2009 to 2019, following a position as a Financial Advisor at Merrill Lynch from 2008 to 2009. Holly's career commenced at Wachovia Securities, where responsibilities included serving as Vice President and Senior Product Consultant from 1996 to 2008. Holly holds a Bachelor of Science in Business Administration, graduating Cum Laude in Marketing and Psychology from Appalachian State University, with studies completed between 1992 and 1996.
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