In this video, industry icon Len Reinhart sits down with
Jeffrey Leighton, CFA® to discuss what makes this hybrid platform the most exciting offering in the industry.
Mr. Reinhart was founder and CEO of the Lockwood family of companies, and currently serves as Wealthcare’s Executive Chairman.
Len Reinhart and Jeffrey Leighton, CFA®, are not registered with and are not affiliated with
Wealthcare Advisory Partners LLC (WCAP) has developed strategic relationships with several firms in order to provide a full investment management experience for our advisors and clients. The key firms in our investment process and their relationship with WCAP are described below:
LPL Financial LLC (LPL) is a FINRA-regulated full-service broker-dealer which provides brokerage services to WCAP advisors. Most of WCAP's advisors are also securities registered with LPL. LPL offers a full range of securities products and services, as well as insurance products and services which are made available to WCAP clients through our common financial advisors.
LPL also provides custody and clearing for WCAP's Advisory accounts.
Wealthcare Capital Management LLC (WCM) is contractually engaged by WCAP to provide financial planning, discretionary investment management and non-discretionary advisory services to WCAP clients. The financial planning process WCAP uses was developed by WCM, and WCM manages and runs the planning department and technology that WCAP uses today.
WCM is an Investment Advisory firm registered with the Securities and Exchange Commission and manages over $1.3 Billion.
WCM also provides WCAP administrative, corporate financial, accounting and legal services under contract to WCAP to facilitate the running of WCAP's business.
While WCM and WCAP have some common corporate management and staff, they are separate and distinct legal entities with their own ownership structure.
WCAP and WCM are Investment Advisors registered with the Securities and Exchange Commission. Securities offered through LPL Financial, Member FINRA/SIPC.
LPL is not otherwise affiliated with WCAP or WCM. There is no common control or ownership, and LPL is a separate legal entity.