Our Practice Groups
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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
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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
Wealth Management
Wealth Management
Do you understand the difference between “Wealth Management” and “Financial Planning”?
Wealth management is a coordinated process, led by a credentialed financial professional who is responsible for bringing together a team of carefully selected experts, each with a high level of knowledge and skill in key areas of personal finance. The wealth management process is fulfilled when the chosen team of specialists applies its expertise to evaluate all aspects of the client’s financial situation and devise and implement appropriate solutions.
Financial planning is a thoughtful and disciplined process of prudently managing someone’s financial affairs within the context of their values, needs and goals. When done correctly, financial planning provides a comprehensively written “How To” plan, for addressing the financial challenges that inevitably arise in every stage of life. Therefore, financial planning is a solutions oriented process, not a product!
Sound Financial Plan for Our Clients: