However, the firm is a massive believer in exchange-traded funds (ETFs), especially those that include equity and securities and government treasury securities.
#Invisor richmond driver#
Wealthcare Capital Management Investment StrategyĪlthough risk tolerance is the main driver of many financial advisor firms, Wealthcare particularly takes pride in finding exactly how much risk should be present without your portfolio’s construction. This program can be optimized for just about any goal or tier of client, giving Wealthcare ample flexibility. But perhaps its most commonly utilized service is GDX360®, which is as customizable a financial service as you’ll come across. In fact, Wealthcare used to share the Financeware name, until it was split off into its own entity.īecause this firm has working relationships with typical clients, businesses and other groups, as well as outside investment advisors, its service offerings vary wildly. It is not run independently, as parent company Financeware Holdings LLC wholly owns it. Wealthcare Capital Management has been in business since 2001. Wealthcare Capital Management does not impose an account minimum. certified public accountant/personal financial specialist (CPA/PFS)Īs a fee-only firm, advisors get paid directly from client services and do not take commissions. The firm is fiduciary that is legally obligated to act in the best interests of clients.Wealthcare Capital Management is a fee-only firm that serves both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charities and corporations.Īdvisors at the firm hold multiple certifications.
The qualifying firms were then ranked according to the following criteria: Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Richmond, we first identified all firms registered with the SEC in the city.
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