Investment Strategy
At WealthCare Financial Services, we specialize in providing tailored insurance and investment solutions for business owners and individuals.
Our Process
As markets and your personal situation changes, we will be there every step of the way as your trusted advisor. We are confident in our proven process to help you navigate through the complexities of life.
01.Discovery Meeting
This introductory meeting is where we learn about your unique situation, personal details, and long-term financial goals. We will also provide details around our team, process, and wealth management offerings in order to determine if there is a fit for us to work together.
02.Portfolio Check-Up
We take a deep dive into your current portfolio to get a comprehensive understanding of your investments and offer a full review of your investments and fees. This allows us to show our value and how we can enhance your wealth moving forward.
03.Investment Plan
Once we have a full understanding of your financial details and goals, we design a unique solution to meet your needs and illustrate how we can do this through a full investment plan. We present this in a simplistic manner so that all family members can be confident in our plan.
04.Mutual Commitment Meeting
This is where we formally agree to working together and provide our commitment to providing you with all the services needed to meet your long-term goals.
05.Develop Your Wealth Plan
Once we have decided to work together, we will create your customized wealth management plan to optimize your financial position and to ensure you are on track every step of the way. When appropriate, we will consult with our network of external professionals to meet any estate, corporate, or insurance needs.
06.Implementation & Review
After plan review and finalization, we will assist you in putting this plan in action and will meet on an ongoing basis to ensure that your wealth plan and investment portfolio are in line with your financial situation.
Our Investment Philosophy
Our team strongly believes in using passive and active management in order to provide strong consistent returns for our clients.
To navigate the complexities of the financial landscape, we use passive ETFs for our core positions and active management for our explore strategies. We focus on proven investments with decades of experience across different market environments. Additionally, we collaborate with a select group of investment partners who have met our rigorous due diligence criteria and demonstrated consistent performance. Our deep knowledge of the global investment universe instills great confidence in our investment managers as true leaders in their respective areas
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Getting started with WealthCare Financial Services is simple—our initial meeting is a relaxed, no-obligation conversation where we take the time to understand your goals, answer your questions, and explore the best financial strategies for you. Our experienced team makes the process easy and approachable, ensuring you feel confident and informed every step of the way.