Full Service Wealth Management | Wealthcare Financial Group Inc.

WHO WE SERVE

Medical Doctors, Healthcare Profesionals

Comprehensive financial and retirement planning. Employee retirement plans, portfolio management solutions, insurance & risk management services.

High Net
Worth Individuals

Tailored model portfolios, stewarding concentrated stock positions for growth and risk control. Advanced retirement and estate planning for enduring security.

Non-Profits, Businesses, Associations

Investment management and fiduciary consulting. Investment Policy Statement (IPS) development for compliance, transparency and accountability.

WHO WE ARE

ABOUT US

Stewardship for Maximizing and Protecting Wealth

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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IN THE NEWS

Healthcare Costs in Retirement Are More Expensive Than You'd Think: Here's How to Prepare

Investopedia

The Financial Advisor Nurturing the Next Generation of Young Black Professionals

Morningstar

Chasing retirement plan prospects with a minority business owner connection

Investment News

OUR SERVICES

Financial and Retirement Planning

Crafting strategies for financial security and peace of mind in retirement.

Portfolio Management

Tailoring investments to optimize returns while managing economic and market risk.

Investment Management and Fiduciary Consulting

Guiding institutions with expert advice and compliance strategies.

Retirement Plans Services

ERISA-compliant retirement plans leveraging key asset classes to drive employee participation.

Estate Planning

Designing plans to preserve and transfer wealth efficiently.

Insurance & Risk Management

Premium coverage to protect assets and secure the future.

Our Team

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

ANSWERS ABOUT WEALTH

MARKET VOLATILITY AND THE SEQUENCE OF RETURNS RISK

Investment Strategies for Entrepreneurs to Safeguard Their Financial Stability

Tips, for Enhancing Pay Packages for High-Earning Staff Members

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