Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC manages roughly $6.0 billion in client assets through a team of more than 150 advisors and serves individuals (including high‑net‑worth), trusts and estates, retirement plans, charitable organizations, and businesses. The firm provides wealth management and investment management (both discretionary and non‑discretionary), financial planning, retirement plan advisory, wrap‑fee program options, and access to alternative and private placement investments.

WCAP’s advisory process combines a goals‑based, client‑centered planning experience—supported by patented Wealthcare Capital Management software and Comfort Zone® planning tools—with an evidence‑based investment framework that incorporates behavioral economics. The firm applies proprietary quantitative measures (for example, the Wealthcare Skill Index and a Growth Conditions Index) alongside fundamental and technical analysis to construct long‑term oriented portfolios that may include mutual funds, ETFs, individual securities, alternatives, and mandates to third‑party managers or TAMPs.

Notable distinctions include the firm’s integration with an affiliated, patent‑protected goals‑based platform and its structured use of third‑party alternative‑investment platforms to give qualified clients access to multi‑manager private investment solutions and Delaware Statutory Trusts. WCAP also operates across multiple custodian and platform relationships (including LPL, Schwab, Pershing and Fidelity), participates in wrap programs and trade‑away arrangements, and discloses affiliated broker‑dealer and insurance activities and transition‑assistance arrangements that may create conflicts of interest for clients to consider.