We offer Multi-Family Office style wealthcare services without the high minumums and costs.
Traditionally, those looking for assistance with their wealthcare needs have turned to multiple, but separate, sources – such as financial planners, investment advisors, bankers, CPAs, lawyers, and other financial professionals. The problem with this disjointed approach is its lack of unification can lead to unnecessary costs, higher fees, missed opportunities, succession issues and fragmented advice with little or no cohesion.
The WealthCare Center has solved this problem by offering Multi-Family Office style services - but without the high minimums and costs. This was accomplished by assembling a collaborative team of financial specialists, and passing on to each of our clients the lower costs obtained from our advanced technology and economies-of-scale pricing.
The result: more clarity, direction and efficiency in your financial affairs - plus more free time and less stress in your personal life.
Keywords: Financial Planner, Financial Advisor, Insurance, Real Estate, Mortgage, Bank, Tax, Attorney, Retirement Plans, IRA, 401(k), Trusts, Investments