Defy the Common®

Improve the business. Improve lives.

We have but one simple mission: to change the very industry that we've helped to create. Our years of service have taught us to question the status quo. To defy the commonplace, reject the industry's inherent conflicts of interest, and leave behind outdated ways. To look to the future and practice financial management in a radically different way that puts the obtainment of dreams ahead of chasing returns. This approach empowers our patented process and technologies to bring those dreams to life. And as a result, allows us to secure the comfort and confidence of each and every one of our clients as they make the most of their one life.

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Recently updated, this guide walks you through every step of the Wealthcare System, including scripts & a sample presentation.

This presentation outlines how Wealthcare helps advisors become more valuable to their clients with advice to ensure they experience the dreams of their one life.

Our asset management platform combines our patented life-relative wealth management system with our industry-leading technologies in an all inclusive, low-cost & highly tax-efficient solution.



Check out our video on The History of Financial Planning and Innovations for the Future:


The Price Your Clients Pay for Using Safe Withdrawal Rates

David Loeper written for Advisor Perspectives

Understanding the Role of SPIAs in a Retirement Portfolio

David Loeper written for Advisor Perspectives

What's Going On? The Art of Building Rapport

Perry Chesney on the Wealthcare Blog

Dave Loeper's Conversation with Vanguard's Fran Kinniry About Wealth Management.

Wealthcare Capital Management® Launches Suite of Revolutionary Wealth Management Services

Business Wire

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Copyright © 1999-2016 Wealthcare Capital Management LLC
U.S. Patents 6,947,904, 7,562,040, 7,650,303, 7,765,138, and 7,991,675
International and U.S. patents held as listed here
Other international patents pending. All rights reserved.