Our Core Services

The scope of our engagement falls entirely under one of these categories.

WE extract our knowledge, skillset and experience and refine their sum into 3 distinct service categories. One of these will encompass and define our responsibilities and the work we preform for you.

Investment Management

Fee Based Asset Management

Strict focus on investment account management only.

  • Custom Portfolio Design with Active Management

  • Centralized, Multi-Account Integration

  • Ongoing Monitoring, Rebalancing & Tax Loss Harvesting

  • Quarterly Assessment and Reporting

  • Collaboration with your tax & legal professional(s)

Financial Planning

All Inclusive Financial Planning & Asset Management

Fully integrated financial planning and asset management with strict adherence to CFP® Board of Standards’ process, ethics and professional competency.

  • Retirement Planning

  • Investment Management

  • Estate Plan Management

  • Tax Planning Strategies

  • Insurance & Risk Management

WEalthCare Consulting

Hourly & Flat Rate WEalthCare Consulting

Specialized short and mid-term projects requiring complex analysis and case study falling outside the scope of asset management and financial planning.

  • Pre-Sale Business Valuation Alternatives

  • Preemptive Inheritance Mapping for Grantors

  • Post-Marital Financial Analysis & Planning

  • Estate Plan Scenario Testing & Simulations

  • Risk-Aversion & Blind Spot Analysis

What you can expect from WEalthetic

  • DISCOVERY CALL

    Your first connection with our office allows you to share your priorities and a wider view of your intentions and aspirations. This 15-30 minute introduction (by phone or video) a 1-page checklist helps set the agenda for your introductory meeting.

  • INTRODUCTORY MEETING

    Our first in-person connection. WE invest 90-minutes together, listening attentively to understand what matters to you and help refine the priorities to form the basis of your financial plan and Investment Policy Statement.

  • DESIGN PLAN ARCHITECTURE

    With the framework of your stated financial objectives expressed concisely, WE apply our tools and software in sequence to draft your WEalthetic Case Study and Investment Policy Statement to present you with our findings and gather feedback in collaboration with you and other professionals.

  • DEPLOYMENT & EXECUTION

    WE invest 60 minutes with you to fortify the consensus and understanding of your WEalthetic Case Study, the basis and rationale for its recommendations and execute the actionable steps required to realize your stated planning objectives.

Schedule your Discovery Call