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Matt Regan
Chief Executive Officer at Wealthcare
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Work Experience
Chief Executive Officer
2018 - Present · 6 years and 11 months
COO
2015 - 2018 · 3 years
Splendid Splinter, LLC
Independent Financial Services Consultant
2012 - 2015 · 3 years
Company Details
11-50 Employees
Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan’s comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk
Year Founded
1999
Social Media
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Industry
Investment Management
HQ Location
Two James Center, 1021 East Cary St, Suite 702 Richmond, VA 23219, US
Keywords
Small Business Retirement PlansIndividual InvestingInvestment ManagementGoals-Based Wealth ManagementGoals-Driven InvestingFinancial PlanningFinancial AdvisorsRegistered Investment AdvisorsFinancial GuidanceGoals-Driven Experience
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