- John and Susie Average (Pre-retiree)
- Lisa and Leslie (LGBTQ+)
- Marc and Maria Millennial (Millennial)
- Sarah Single (Single Female)
- Scott and Samantha Sandwich (Sandwich Generation)
- Bill Business Owner (Small Business Owner)
- Stephanie and Spencer Special Needs
Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC (collectively, “Wealthcare”, “WCM”, “WCAP”, “we”, “our”, “us”) are registered investment advisors with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940. All Rights Reserved.
GDX360® is Wealthcare’s fiduciary process that integrates goals based planning with investment implementation that includes cost and tax management services designed to put clients first.
WealthcareGDX® and GDX360®are trademarks of Wealthcare Capital Management IP LLC.
This website is intended to provide general information about GDX360® as a WCM and WCAP service. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
All investment advisory and financial planning services are offered through WCM and WCAP. WCM and WCAP will maintain all applicable registration and licenses as required by the various states in which WCM and WCAP conducts business. WCM and WCAP render individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Click here to see the full list of disclosures.
Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC (collectively, “Wealthcare”, “WCM”, “WCAP”, “we”, “our”, “us”) are registered investment advisors with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940. All Rights Reserved.
GDX360® is Wealthcare’s fiduciary process that integrates goals based planning with investment implementation that includes cost and tax management services designed to put clients first.
WealthcareGDX® and GDX360®are trademarks of Wealthcare Capital Management IP LLC.
This website is intended to provide general information about GDX360® as a WCM and WCAP service. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
All investment advisory and financial planning services are offered through WCM and WCAP. WCM and WCAP will maintain all applicable registration and licenses as required by the various states in which WCM and WCAP conducts business. WCM and WCAP render individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Click here to see the full list of disclosures.[/ultimate_heading][/vc_column][/vc_row]