Serving High Net Worth Individuals, Medical Doctors, Healthcare Professionals, and Institutions.
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Comprehensive financial and retirement planning. Employee retirement plans, portfolio management solutions, insurance & risk management services.
Tailored model portfolios, stewarding concentrated stock positions for growth and risk control. Advanced retirement and estate planning for enduring security.
Investment management and fiduciary consulting. Investment Policy Statement (IPS) development for compliance, transparency and accountability.
We offer tailored strategies for managing concentrated stock wealth for growth and risk control. Our financial, retirement & estate planning, and insurance services secure an enduring legacy. Institutions gain from employee retirement plans, investment management, fiduciary consulting, and investment policy statement formulation to ensure compliance and accountability.
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John Gannon, CFA
Financial Advisor
Martin A. Smith, AIFA
Founder and President
Jack C. Rogers, CFA
Financial Advisor
Sean A. Chrysostom
Financial Advisor
WEALTHCARE FINANCIAL GROUP, INC.
BETHESDA LOCATION
ATLANTA LOCATION
