Wealthcare empowers advisors to envision a future of endless possibilities.

Today’s advisor needs to stand out from the crowd.

Elevated Service. Flexible solutions. Confidence you can depend on.

That’s the Wealthcare Experience.

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Wealthcare at a Glance

Affilliated Advisors

$0+ Billion

Total Assets

Managed Portfolios

Wealthcare Unveiled: Elevating Financial Advisors with Comprehensive Support Services

Tune in to hear our President, Matt Regan, as he explores how Wealthcare plays a transformative role in supporting the growth of financial advisors. In this video, uncover how Wealthcare not only empowers advisors with state-of-the-art tools and strategies but also provides invaluable support to help them expand their practices, reshaping the financial planning landscape for a more secure and prosperous future.

The Wealthcare Experience

Whether you’re thinking about going independent or are looking to improve your business model, Wealthcare offers flexible solutions to help advisors scale, create enterprise value and improve client experience.

Faster Growth

The Wealthcare approach has been shown to generate advisor growth at rates 3-4 times the industry average.

Cutting Edge Technology

Wealthcare provides you with best-in-class technology solutions at each touchpoint in your workflow.

Improved Client Experience

Our model offers an elevated advisory experience that drives client loyalty, longevity and referrals.

Flexible Affiliation Models

We offer fully open and customizable options, and a simple fee structure, giving you complete control over your business.

Operating Leverage and Scale

We help you to build enterprise value and scale, and to develop a succession plan to realize the full value of the business you’ve worked hard to build.

Practice Transformation

Our experienced team takes a personalized, consultative approach – whether you’re just going independent, need help transitioning to a fee based model, or want to optimize your operations.

Flexible Solutions for Independent Advisors

Ways to Work With Us

Wealthcare offers a variety of flexible affiliation models so that you can run your practice
and serve your clients the way you want.

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Benefits of Joining

Our practice management support services assist with optimizing, branding, marketing,
and building your business.

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Leverage Our Integrated Planning & Investment Platform

With multiple partnership options, customize your Wealthcare experience using our integrated planning and investment platform to align with your business needs, allowing you to focus on serving your clients.

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