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We serve clients around the Washington DC metro area and in the following U.S. cities:
Washington, DC | Rockville, MD | Silver Spring, MD | Potomac, VA | College Park, MD | Annandale, VA | Arlington, VA | Falls Church, VA | Reston, VA | Germantown, MD | Gaithersburg, MD | Annapolis, MD | Chevy Chase, MD | Davidsonville, MD | Chestertown, MD | Centreville, MD | Stevensville, MD | Arnold, MD | Gibson Island, MD | Alexandria, VA | McLean, VA | Herndon, VA | Tyson Corner, VA | Columbia, MD | Woodbridge, VA | Leesburg, VA | Bowie, MD | Upper Marlboro, MD | Ellicott City, MD | Olney, MD | Burtonsville, MD | Baltimore, MD | Frederick, MD | Hunt Valley, MD | St. Petersburg, FL | Dunnellon, FL
Wealthcare Financial Group, Incorporated is a top financial advisor in the Bethesda, Maryland Financial Planners guide on NestEggZone.com.
Administrative Office: 14104 Guardian Court, Bowie, Maryland 20715 | Office: 240-245-3434
Copyright 2012 Wealthcare Financial Group, Incorporated | WordPress website design ID Web and Print | Logo for Wealthcare Financial Group, Incorporated Designed by www.trigodvisuals.com
Copyright 2012 Wealthcare Financial Group, Incorporated | WordPress website design ID Web and Print | Logo for Wealthcare Financial Group, Incorporated Designed by www.trigodvisuals.com
TERMS OF USE: This Website and its content may not be used by a third-party without the written permission of Martin A. Smith, President, Managing Director of Wealthcare Financial
Group, Incorporated
Financial Management Partners
Financial Management Partners
At Wealthcare Financial Group, Incorporated we may not believe in reinventing the wheel, but that does mean that the wheel cannot operate more efficiently. The following firms that we have chosen to partner with are revered as “thought leaders” in the investment industry. Therefore, we, at WCFG, Inc. believe that these firms bring an unmatched level of proficiency that complements who we are, what we do and how we work.
Fidelity Investments Institutional Services
Through Fidelity Investments Institutional Services, WCFG, Inc. provides sophisticated wealth management investment strategies and services, a flexible, open technology environment all backed by one of the strongest wealth management platforms in the financial services industry.
Dimensional
Dimensional’s Structured Approach
Index Management
Dimensional Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like WCFG, Inc. Our relationship with Dimensional is based on shared views about asset class diversification, including how capital markets work and how best to provide clients with a successful investment experience.
Dimensional’s investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the world’s leading financial economists to develop and enhance its strategies.