Wealthcare Capital Management (Wealthcare) is proud to offer Black Diamond advisors their turnkey planning and investment solution, GDX360®. This easy-to-use process aligns goals-driven financial planning with a flexible investment choice framework. As a technology-enabled RIA with a proprietary financial planning process model and patented Comfort Zone® technology, our approach integrates and elevates the Goals-Driven wealth eXperience (GDX) to higher levels for financial advisors and their investors.
Wealthcare Planning (GDXp)
How do you tell a client what to do with their money without knowing what they are trying to accomplish with it? Proper financial planning requires certain steps be completed in the correct order. The first steps center around life and financial planning. We outline the client goals and priorities and build a plan designed to help them reach them. The next step focuses on a framework of investment choices and implementation (GDXi) designed to improve investor success in reaching those life goals. When you combine Life (GDXp) + Investing (GDXi) you get your client’s Comfort Zone® (GDX360®).
GDXp Resources
COMFORT ZONE® VIDEO
Wealthcare Investments (GDXi)
GDXi’s flexible investment choice framework encourages better investing behavior. Our solution helps advisors better match the investment experience with client preferences and expectations in a way that strengthens client commitment to their chosen strategy over market cycles and keeps them on track with their life goals. This helps keep emotions in check and helps them focus on the controllable.
How to leverage Wealthcare for your investments:
Instead of focusing the majority of time on the one aspect we can’t control (i.e. the market), we spend a great deal of time ensuring the client is on track to living the life they want by focusing on the things we can control. We focus on a framework of investment choices and implementation that provide principles-based, risk-managed, cost-effective investment solutions designed to improve investor success in reaching their life goals. Our aim is to maximize risk-adjusted returns (managing cost and skill) within a framework that considers client preferences.
GDXi Resources
How to Work with Us:
Client/Prospect Conversion:
Our investment consulting team, made up of industry professionals with decades of experience, provides our advisors with assistance and services to:
• Identify an appropriate Wealthcare strategy for your client/prospects through the use of our Transition Analysis Report.
• Diagnose the client/prospects current portfolio through our Comparative Analysis.
• Use our Tax Alpha Report to compare traditional account-based rebalancing to our household-based rebalancing technique and quantify the value add in basis points.
Investment Strategy Consultation:
We offer a wide range of investment choices to advisors and their clients/prospects with our 500+ investment strategies. While risk level often needs to change over the course of a plan, our goal is to help you select a strategy that puts the client’s investments within the context of their goals.
Wealthcare’s investment consulting team is here to help! We have a consultative process in place through which you can leverage our expertise to help you further define the investment strategy and prepare investment proposals for client/prospect meetings.
Planning Consultation:
The Wealthcare Planning team offers an all-encompassing dedicated service model to support advisors’ practices throughout plan creation, review, implementation, and ongoing monitoring.
Planning services include:
• financial plan design and review for clients and prospects
• ongoing monitoring and support for existing planning clients
To learn more about the services we provide, contact Dan McCarthy at dmccarthy@wealthcarecapital.com.