Determine which model suits your practice.Learn More
If you’ve ever contemplated starting your own advisory firm with a vision
toward reaching a billion dollars of assets under management, Wealthcare
Advisory Partners LLC (Wealthcare) is looking to partner with you.
Growing numbers of breakaway advisors are choosing the Hybrid RIA model. What’s the
appeal—and what do advisors need to know before making the switch?
Wealthcare is a financial advisory platform that aligns your money with what matters most to you, empowering you to make better decisions to help you achieve your life goals.Learn More
Learn more about our disciplined investment choices that are
4) aligned with investor preferences
We believe this is the most effective way to help clients stay the course, and remain committed to their chosen investment strategy; thus avoiding behavioral missteps, and enabling them to confidently fund the goals they value most.Learn More
The first time a Wealthcare advisor talks with a client is more than a meeting to discuss finances. It is the start of a Goals-Based relationship that transcends the advisor-client experience for all parties involved.
Planning vs. Plan
Creating a plan is just the beginning. Become indispensable to your clients by providing ongoing, life-relative advice.
Show your clients how their dreams take on real meaning within the Wealthcare process.Learn More
Understanding your clients' life goals and their priorities among the goals means understanding your clients. By rethinking risk in terms of meeting specific goals-such as retiring early or traveling the world--rather than using mathematical risk tolerances, you are better able to understand your clients' needs and to create investment strategies that meet those needs. Our Wealthcare questionnaire is the first step in this process.Learn More