Our Mission
Our mission is to empower the average person with the necessary financial knowledge and provide access to the highly-advantaged services necessary to help them efficiently reach their desired wealthcare targets with reduced risk, lower taxes, less cost, and within their desired time frame.Concept
The WealthCare Center was founded as a result of its founders' belief that the Wall Street Bank model of selling hard-to-understand financial products with high hidden-fees is inherently unfair and not in their customers' best interests. So The WealthCare Center founders designed an entirely new type of firm, from the ground up, and modeled it after a client-centered Family Office, which is a private wealthcare firm that provides highly-advantaged financial and personal services exclusively to wealthy individuals and families. Unfortunately, with a minimum account size typically well over $100 million dollars and the associated high costs, Family Offices are out-of-reach for most individuals and families.
Fortunately, The WealthCare Center solved this accessibility and cost problem by pioneering a Hybrid Family Office (HFO). Clients of The WealthCare Center HFO can now benefit from Family Office styled services through its collaborative team of wealthcare professionals, favorable account terms, outsourced "Best-of-Class" service providers, economies-of-scale pricing, and efficient technology.
The founders of The WealthCare Center share a vision similar to that embraced by the founders of Charles Schwab, Ford and Wal-Mart - who did not invent their respective industries - but rather made their industries' products and services available to many more people and at lower cost.
- Creation
- Preservation
- Distribution
