Welcome to the future of financial advising ™

Life and Investing

and making the right choices between them

At Wealthcare Capital Management, we know that the most significant objective of financial advice is to help clients meet their life goals. That is why we offer services that enable advisors to actually deliver the achievement of life goals to their clients. Our Wealthcare process is a complete solution including low-cost and tax-efficient life relative portfolio management, analysis, monitoring and ongoing service.

Learn more about Wealthcare, read some of our groundbreaking white papers, or take a look at our case studies. Then sign up for a free "Personal Wealthcare Plan" and see how we can help your clients make the most of the one life they have.

Free Webinar Series!

Dave Loeper is presenting four complimentary webinars that will walk attendees through the client-focused, patented process called Wealthcare. Click here for more information.

Investment News Free Webinar - To Roth or Not to Roth

A recorded version of the Roth or Not to Roth? webinar is now available here.

Restoring Trust through Ethics and Integrity – Building a Practice that is "Beyond Reproach"

Beyond Reproach: Are You a Fiduciary?

Breaking the Track Record Addiction to Build a Practice that is "Beyond Reproach"

Keeping Your Resolution to Build a Practice That is "Beyond Reproach"

BEYOND REPROACH - A New Year, a New Vision and a New Practice that is "Beyond Reproach"

The Wealthcare Movement in the News

Read about how our advisory board members are changing financial services to make the most of their clients' lives, and their own.

The $2 Million Charity Challenge to Active Investors
by David Loeper

Alpha or Wealth?
by Sam Bass

A Tale of Two Investors
by Brian Murphy

To Roth or Not to Roth, That is the Question
by David Loeper

Building a Practice in America's Fastest Dying City
Mowry Young - by Robert Huebscher

The Compound Shell Game
by David Loeper

The Levers to Financial Freedom
by Russ Thornton

New Books Available!

Stop the Retirement Rip-Off
Stop the Investing Rip-Off
The Four Pillars of
          Retirement Plans

Updated Value Proposition Power Point Available

We've updated the look and feel of our popular Wealthcare value proposition presentation for clients; click here to open.

Plan Sponsors:

Check out our new FREE
"Fee Compliance Kit" for plan sponsors at www.401kripoff.com.

View Our Client Brochure:

READ FORM ADVII