Manage Your Portfolio
Asset Management
Make your assets work for you.
Portfolio Management
Audit and Implement
Professional portfolio management solves many common client challenges, including the diversification of your portfolio. We perform an “under-the-hood” audit across all of your accounts to get a true understanding of the investments you own, their underlying cost, and how each is correlated with the others.
Once this analysis is complete, we build a thoughtful portfolio based on numerous factors including current economic conditions, the purpose of your money, tax considerations, and cost. Managing portfolios at the household level lets us reduce transaction costs, consolidate and simplify rebalancing, and account for active employer-sponsored retirement plans.
Optimize Your Portfolio
Tax Strategy
The right tax strategy can help you keep more of your earnings and investment gains. Our GDX360® platform helps execute strategies designed to minimize the tax impact of your portfolio.
Planning & Investing
Our Process
Wealthcare's patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now. Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
Invest Your Assets
HSA Investors
HSAs offer generous tax benefits, making investing an attractive option for long-term health care saving, yet only 6 percent of accountholders avail themselves of the opportunity. Most HSA investors — 63 percent — invested their HSA balances the first year.
Invested 1st Year
Total HSA Investors*
* Source: www.ebri.org
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Tax Efficiency
Utilize the tax optimization of your investments and returns to your advantage.
Financial Planning
Income Planning
Estate & Legacy Planning
Tax Planning
Risk Management
Corporate Trustee Services
401(k) & Retirement Plan Management
Concentrated Stock & Low-Basis Positions
Ready to Begin?
Let's build your plan together.
Schedule a free, no-obligation consultation and see how the Wealthcare process can work for you.