Wealthcare Welcomes Audrey Sanders
Audrey has a wealth advisory practice based in New York City with over 30 years of experience. She provides comprehensive financial services to women, individuals, families, small businesses, non-profits, and entrepreneurs. Her services include financial, investment, and estate planning along with wealth management and asset preservation.
She chose to affiliate with Wealthcare Capital Management to gain access to the GDX360® process and the WealthcareGDX® (Goals-Driven eXperience) platform.
Utilizing this platform, she was afforded the opportunity to be flexible in her delivery of personalized service, investments, and planning to her clients. In her approach, she emphasizes a boutique feel that allows her clients to be treated as individual clients, and not just another account. She delivers this with tailored attention, exclusive services, strong relationship-building, flexibility, and adaptability. She takes the time to understand her client’s unique needs, preferences, and goals. Every solution she provides is designed specifically for an individual, rather than a one-size-fits-all approach.
Through the GDX360 process, she can provide clients with a wealth of information from investment strategies to tax optimization. Wealthcare’s process synchronizes her clients’ financial plans with their investments and calculates their Comfort Zone® based on their life goals. As the process monitors changes to her client’s plan based on life goals or market changes, Audrey can proactively provide clients with financial strategies that will keep them on track to reaching their personal goals.
