WEALTHCARE OF THE LEHIGH VALLEY
Financial Security & Peace of Mind
A goals-based plan connects the dots and brings purpose to your wealth and work.
WHAT WE DO
Comprehensive Financial Services
The Wealthcare process addresses your financial needs and your dreams.
WHO WE ARE
Wealthcare is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.
Find Your Comfort Zone
When planning your financial future, it’s wise to stay in your Comfort Zone. Find out if you are there with PlanIt!, Wealthcare’s interactive online tool.
Our financial services are designed to work for you, and are based on your needs and goals. We will provide real-world, achievable strategies, analytics, and recommendations so that you have a better financial present and future.
WHO I AM
My vision for each family I work with is to help them achieve comfort, security, and peace of mind. It is amazing what can be accomplished when planning becomes a priority. Ultimately, it is my job to steward clients to a fully integrated financial and personal life. Money and wealth should have a purpose.