Our
Story & Values
Your success is our success, and we are dedicated to empowering you on the path to financial well-being.
Our journey began with a simple yet powerful idea – to create a client-focused firm that goes beyond traditional financial services. Founded on the values of trust, transparency, and dedication, we've had the privilege of making a real difference in the lives of individuals and families throughout Kentucky. Our mission is to guide you through a personalized financial planning process, providing clarity on your unique goals and helping you invest with purpose.
Took the time to find out about my current situation and was not just trying to "sell" me something. They will definitely be my first choice!
Monique T.
Love Wealthcare Investments and Insurance. They are patient......boy are they patient! Helpful and I feel like they have my best interest in mind. Always get back with me quick and have great trust in them.
Mike B.
They have been our Advisors since 2018 and we have never regretted our decision. They have definitely earned our trust and have been very personable in all our meetings with them. We highly recommend WealthCare Investments and Insurance!!!
Donald T.
Come See Us at Our Office
We are dedicated to providing personalized and strategic financial solutions, ensuring that each client's unique aspirations are not just met but exceeded. Our commitment extends beyond transactions – we strive to create an exceptional experience. Join us at our office, where we're eager to discuss how we can tailor our services to elevate your financial future.
Your Success is Our Success
Money is emotional. Uncontrolled feelings over spending, saving, and investing money cause unwanted stress. It can lead to bad decisions that create more emotion and stress. The money decisions that you make today have a greater impact on your financial future than any other type of risk or opportunity.
No hurry. No hassle. No pressure.
We understand that every financial decision you make is influenced by your personal vision and goals. If you've experienced challenges in the past, it might be a result of mismatched advice or unclear objectives. Understanding why you do what you do with your money impacts how you spend, save, and invest your money. Having purpose with your money leads to good financial decisions and success in life.
Meet the Team
Behind WealthCare Investments & Insurance is a team of dedicated professionals who are passionate about helping you achieve financial success. Our diverse backgrounds and expertise converge to provide a holistic approach to financial planning. Meet Our Team and discover the people committed to making your goals a reality.
About Us
WealthCare Investments & Insurance, LLC is a client-focused firm. We have been able to make a difference in many peoples’ lives that we would never have met if it wasn’t for our clients who support and advocate us. For this reason, we choose to invest our time and resources back into our clients.
Contact Info
WealthCare Investment & Insurance is located at 6603 River Road, Prospect, KY 40059. Advisory services offered through American Capital Management (ACM), located at 4222 Grant Line Road, New Albany, IN 47150. All other products and services offered through WealthCare Investments & Insurance. Powered by Levitate.
