Wealthcare Launches New RIA and Affiliation Model for Advisors
Are you an independent financial advisor looking for a new home that offers flexibility and elevated service? Look no further than Wealthcare Capital Partners, the latest offering from Wealthcare, an integrated tech platform, hybrid registered investment advisory firm, and TAMP based in West Chester, Pa.
Wealthcare Capital Partners, recently registered with the SEC and a new addition to the Protocol for Broker Recruiting, is shaking up the industry with its innovative affiliation model for advisors. President and CEO Matt Regan emphasizes the firm’s commitment to providing independent advisors with flexible solutions and top-notch service.
One advisor who has already taken advantage of this new model is Craig Fischer of Atlantic Financial Services in Towson, Md. With nearly $141 million in client assets, Fischer has joined Wealthcare’s new RIA and is utilizing M.S. Howells & Co. as his broker/dealer.
Wealthcare Capital Partners will work with M.S. Howells and Arkadios Capital for brokerage business, and TD Ameritrade, Schwab, Fidelity, and Pershing for custody. The RIA will also offer forgivable transition notes to advisors based on client assets brought over.
In addition to investment advisory services for individuals, high-net-worth individuals, trusts, estates, and more, Wealthcare Capital Partners will provide project-based financial planning, consulting services, and retirement plan advisory services. The firm may also utilize Wealthcare Capital Management as a sub-advisor for advisory services and DPL Financial Partners for insurance.
Founded in 1999 and backed by private equity partner NewSpring Holdings, Wealthcare is known for its integrated planning software developed by founder Dave Loeper. With over $6 billion in client assets across 170 independent practices, Wealthcare has made a name for itself in the industry.
If you’re an advisor looking for a new home that values flexibility, service, and innovation, Wealthcare Capital Partners may be the perfect fit for you. Join the ranks of advisors like Craig Fischer and take advantage of this exciting new affiliation model.
