Why Us?

Please look at a statement from your current broker, advisory firm, or mutual fund company.  What do you see? You see a list of investments.

What does the statement say about you, your family, your values or your future? It says nothing. It is just a bunch of symbols, numbers, and maybe ‘your performance’. There is no connection to your life.

But there is a purpose behind your investments. A true financial statement will connect your assets to your life and to your future. We help you to make this connection and we help you have confidence that you can reach or exceed your goals.

What Really Matters to You?

You safely reaching your most important goals is the only thing that really matters. Everything else is cosmetic.

The financial industry is filled with misleading information and dubious sales practices. At Wealthcare, we have intentionally departed from industry norms.

What is Your Story?

Everyone has a unique life story. Everyone has a unique set of life goals and prioritizes them differently.

Your goals may include: retirement, career change, child’s education, taking less investment risk, maintaining independent living and good health, buying a second home, travel, philanthropy, or simply spending more time with family.

Planning is a Process

If you are searching for financial ‘performance’, economic reporting, or stock market predictions then I am not the advisor for you.

However, if you are seeking a deliberate, objective financial planning and investment process to help you explore and plan for your future then we may be a fit.

This is not a story of the financial markets or of economic predictions – this is your story.

 
the-only-goal-that-matters-gr.jpg

Please see more from Carl Richards at behaviorgap.com, including his excellent books. Or ask me and I will send you one.

 

Our Focus

Wealthcare’s planning and investment process focuses on your financial journey and on those elements that you can control. We are not economic reporters, telling you what already happened in the markets or to your assets. Instead, we help you to look forward at your life and continually assess what your assets may do for you. This helps us to be proactive in managing your wealth and not reactive. Please click on this link to see a list of the activities that we perform for our clients.

Our Client Reporting

Instead of a mere inventory of assets (like most of the industry) our reporting shows you the value of your assets in relation to your unique life goals. And we recommend how you may have confidence in achieving those goals.

Our Fees

My sole compensation is from clients. I do not receive commissions of any kind and I do not sell investment or insurance products. I charge a quarterly fee based on investable assets. This fee typically starts at 1.35% per annum of assets and declines as assets increase above $500,000.

We may be a good fit if

  • You are skeptical of brokers who just want to sell you products, or of advisors who build plans and then stick them on a shelf.

  • You do not have the time, energy, or discipline to objectively manage your own planning and investment process.

 

  • You understand that you cannot buy financial performance; and that you could go broke trying.

  • You want an objective financial partner to help you lead your one and only life.