MANAGE YOUR PORTFOLIO
Make your assets work for you.
FINANCIAL LIFE GUIDANCE
We Help Align Your Life Goals With Your Fianancial Goals
Audit and Implement
Professional portfolio management solves many common client challenges, including the diversification of your portfolio. We perform an “under-the-hood” audit across all of your accounts to get a true understanding of the type of investments you own, the underlying cost, and how each investment is correlated with each other.
Once this analysis is complete, we then build a thoughtful portfolio based on numerous factors including current economic conditions, the purpose of your money, tax considerations, and cost. Managing portfolios at the household level enable us to reduce transaction costs, consolidate and simplify rebalancing, and account for active employer-sponsored retirement plans.
OPTIMIZE YOUR PORTFOLIO
The right tax strategy can help you keep more of your earnings and investment gains. Our GDX360® platform helps execute strategies that are designed to minimize the tax impact of your portfolio.
PLANNING & INVESTING
Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.
Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
INVEST YOUR ASSETS
HSAs offer generous tax benefits, making investing an attractive option for long-term health care saving, yet only 6 percent of accountholders avail themselves of the opportunity. Most HSA investors — 63 percent — invested their HSA balances the first year.
* Source: www.ebri.org
INVESTED 1ST YEAR
TOTAL HSA INVESTORS*
Utilize the tax optimization of your investments and returns to your advantage.