Are You a Dave Ramsey Fan?
Make an investing plan with a SmartVestor Pro. You can trust WealthCare Investments & Insurance to take care of you and your investment.
Custom Plans for Every Single Stage of Life
We create financial strategies tailored to your goals.
Client Centered
We are a client-focused firm. Most of our business comes from our existing clients and referrals. We are sincerely grateful for all of our clients who recommend us to others, for our new clients, and for those with whom we have built special relationships. We appreciate them all for placing their trust in us and recommending their family, friends, and co-workers to us. 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.
How Can We Help?
Find out how we can help you reach your financial freedom.
Blogs
WealthCare had the opportunity to sponsor a wine-tasting fundraiser for Eastern Area Community Ministries (EACM) on April 26, 2022 at CommonweathTap.
What does inflation mean for a saver and investor? Inflation’s the loss of money’s purchasing power. Simply said, the dollar doesn’t buy as much as it used to.
Our five-step “Live Your Vision” planning process guides you through the development of a unique financial blueprint that addresses core financial areas.
Nonprofit organizations we support
