Wealthcare Capital Partners, LLC

Wealthcare Capital Partners offers tailored investment management and financial planning services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. Wealthcare Capital Partners uses a goals-based financial planning framework designed to help clients match their investment choices with personal preferences and long-term objectives. Services include discretionary and non-discretionary portfolio management using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments such as private equity and Delaware Statutory Trusts. Wealthcare Capital Partners also provides comprehensive financial planning, retirement planning, education savings, and insurance needs analysis. Portfolios may be managed directly by Wealthcare Capital Partners or through affiliated managers, independent money managers, and turnkey asset management programs.