WHO WE SERVE

High Net
Worth Individuals

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

Medical Doctors, Healthcare Profesionals

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

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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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.
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Our Team

Martin A. Smith

Founder and President, Wealthcare Financial Group, Inc.

Sean Chrysostom

Financial Advisor

Jack Rogers

Financial Advisor

Tariq A. Khan

Financial Advisor

ANSWERS ABOUT WEALTH

24 Apr

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CONTACT US

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OUR LOCATIONS
Atlanta Metro AreaHouston, TXManhattan, NYChevy Chase, MDFrederick, MDBowie, MD
CONTACT DETAILS

WEALTHCARE FINANCIAL GROUP, INC.

21 Eastbrook Bend, Suite 118 Peachtree City, GA 30269
(770) 683-3608
msmith@wcfingroup.com
Copyright 2024 Wealthcare Financial Group, Inc. All Rights Reserved.