Wealth Care LLC

Wealth Care LLC provides confidential financial planning and ongoing investment management to individuals, pension and profit‑sharing plans, trusts, estates and small businesses, serving both individual and high‑net‑worth clients. The firm operates on a fee‑only basis and manages the bulk of client assets on a discretionary basis while also delivering comprehensive financial planning services.

The firm uses a strategic asset‑allocation, core‑and‑satellite approach that relies on passively managed index funds and ETFs as the core with selectively added active managers, and implements globally diversified portfolios that may include equities, bonds and mutual funds. Clients receive periodic reviews and online reporting through third‑party portfolio software, and the firm places trades through custodians while accommodating client‑directed brokerage instructions when requested.

Distinctive features include a relatively large asset base managed by a compact advisory team—roughly $668 million in assets with a small number of advisors—and senior staff whose backgrounds combine professional credentials outside finance (medical and legal training) with CFP and other financial designations. The firm also follows a few practices that differ from many peers, notably not voting client proxies, being deemed to have limited custody when given standing transfer authority, and avoiding agency‑cross and principal transactions.