Our Services

Our Services

Wealthcare Financial Group, Incorporated is a leading investment management, institutional consulting and wealth services firm in the Washington, DC Metropolitan area. At WCFG we follow a four-step approach to address the unique needs and/or challenges facing our institutional and individual clients:

At Wealthcare Financial Group, Incorporated we follow a four step approach to address the unique needs and/or challenges facing our institutional and individual clients:

  1. We gain a clear understanding of what your mission is, within the broader context of your values, needs and goals.
  2. We review, update and/or draft an initial investment policy statement for you or your organization.
  3. We prepare a comprehensively written portfolio review of your investments, which includes: style and risk analysis, asset allocation, performance, attribution and costs.
  4. We provide ongoing institutional investment consulting, or individual portfolio management.

Foundations

  • Investment Management
  • Institutional & Fiduciary Consulting

Family Offices & High Net Worth Individuals

  • Portfolio Management
  • Wealth Management
  • Investment & Fiduciary Consulting

State & Local Pension Systems

  • Institutional Consulting
  • Fiduciary Consulting
  • Retirement Plan Services

Associations, Non-Profit and Faith-based Organizations

  • Portfolio Management
  • Retirement Plan Services
  • Institutional & Fiduciary Consulting

Public and Privately-held Businesses

  • Retirement Plan Services
  • Employee Work Place Financial Planning
  • Educational Seminars

Conforming to the highest standards of fiduciary principles, practices and procedures is never a matter of luck. To succeed in this endeavor requires dedication to a core set of the legal precedents, applicable rules, guidelines and best practices that govern the delivery of high quality institutional consulting, investment advisory & wealth management services, to institutional and individual investors alike.

Therefore, by educating our clients we strive to help them maintain or embrace total conformity with the global standard of fiduciary excellence. Furthermore, we help them achieve the greatest degree of value, with the optimum alignment between their wealth, and their values, needs and goals.