Wealthcare jobs and careers
Richmond, VA, United States
About Wealthcare
Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan’s comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk
- Founded
- 1999
- Employees
- 11 to 50
- Headquarters
- Richmond
Leadership
The top of Wealthcare's org chart, with how many people report into each leader.
Matt Regan
Chief Executive Officer
16 reports
Dave Loeper
CEO
1 report
Brandy Weiberg
Managing Director - Head Of Operations
5 reports
Rpa® Garrett Wirwille Cfp® (Gary)
VP
4 reports
Shantese Smithers-Alexander
Marketing Manager
1 report
Vincent Barnes
VP Business Development, Advisor Aquisition and Inside Sales Specialist
Henry Supinski
VP - Advisor Development at Wealthcare Capital Management
Gregory Michaels
Vice President Corporate Development
Eric Yancey
Chief Technology Officer
Jobs at Wealthcare
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