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

Investment Management

Wealthcare

Matt Regan

Dave Loeper

The Trading Operations team at Wealthcare plays a critical role in executing and managing investment strategies aligned with clients' long-term financial goals. This team is responsible for monitoring market conditions, executing trades, and ensuring that investment transactions are conducted efficiently and cost-effectively. Additionally, they collaborate with portfolio managers to optimize model portfolios and provide timely insights that inform investment decisions while maintaining compliance with regulatory standards.

Trading Operations

About

Team members

Other teams at Wealthcare

Leadership Team