Serving High Net Worth Individuals, Medical Doctors, Healthcare Professionals, and Institutions.
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Tailored model portfolios, stewarding concentrated stock positions for growth and risk control. Advanced retirement and estate planning for enduring security.
Comprehensive financial and retirement planning. Employee retirement plans, portfolio management solutions, insurance & risk management services.
Investment management and fiduciary consulting. Investment Policy Statement (IPS) development for compliance, transparency and accountability.
We offer tailored strategies for managing concentrated stock wealth for growth and risk control. Our financial, retirement & estate planning, and insurance services secure an enduring legacy. Institutions gain from employee retirement plans, investment management, fiduciary consulting, and investment policy statement formulation to ensure compliance and accountability.
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Crafting strategies for financial security and peace of mind in retirement.
Tailoring investments to optimize returns while managing economic and market risk.
Guiding institutions with expert advice and compliance strategies.
ERISA-compliant retirement plans leveraging key asset classes to drive employee participation.
Designing plans to preserve and transfer wealth efficiently.
Premium coverage to protect assets and secure the future.
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John R. Funderburk
Financial Advisor
David D. Collins, ChFC
Financial Advisor
Martin A. Smith, AIFA
Founder and President
Jack C. Rogers, CFA
Financial Advisor
Sean A. Chrysostom
Financial Advisor
Tariq A. Khan
Financial Advisor
WEALTHCARE FINANCIAL GROUP, INC.
