WEALTHCARE OF THE LEHIGH VALLEY
Fiduciary Financial Planner for the Lehigh Valley
As independent, fee-based advisors, we help pre-retirees and retirees in Allentown, Bethlehem, and the surrounding area build a retirement plan for lasting piece of mind.
SCHEDULE A FREE CONSULTATION
[calendly url=”https://calendly.com/wealthcarelv/15min” type=”1″]
WHAT WE DO
Comprehensive Financial Services
The Wealthcare process addresses your financial needs and your dreams.
Why Wealthcare?
We can help you achieve your long-term financial goals.
Our Services
A full suite of services to help you achieve a secure future.
Helpful Resources
We provide free resources to start you on your wealth planning journey.
Financial
Planning
Asset
Management
Income
Planning
Estate & Legacy Planning
WHO WE ARE
About Wealthcare
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.
PLANIT!
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.
FINANCIAL GOALS
Goals-Based Investing
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
About Ayad
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.