Wealthcare Financial Group, Inc.

Overview

Wealthcare Financial Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting, while the firm also operates as an insurance broker. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports that it does not pursue an ESG investment mandate.

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Location & Offices