At Financeware, we know that the most significant task a financial advisor has is to help clients meet their life goals. That is why we have developed a process that allows advisors to do that task. We call it wealthcare, and we support it with sophisticated probability analysis tools, training, and unique insight born of a commitment to an integrated wealthcare approach. Whether you are looking for more information about our process or want to try the probability analysis and Monte Carlo tools that support it, this site is designed to comprehensively introduce wealthcare to you so that you can deliver wealthcare solutions to your clients.

We want to help you become a better financial advisor. Learn more about wealthcare, read some of our groundbreaking white papers, or take a look at our case studies. Then sign up for a free account and see how our tools support your ability to build better financial strategies.

Succession Planning Webinar Available Online!

Dave Loeper, CEO of Wealthcare Capital Management®, recently conducted a live webcast to discuss his thought-provoking formula for utilizing the necessity of succession planning as a means of maximizing the value of your practice.

A recorded version of the webcast is available here.

Please click here to request the password.

New Whitepapers!

Gold's Twelve Month March to $3,800 an Ounce
In this paper, David Loeper examines historical data to question the deployment of various investment types to address the prospect of rising inflation.

Succession Planning – Maximizing the Value of Your Practice – Building a Billion Dollar Practice
This paper written by David Loeper attempts to identify the root causes and cures for an industry wide problem in creating enough value at succession to fairly compensate retiring advisors.

Recent Press Coverage

Pump Up a 401(k) by Lowering the Fees

Know what Fees You're Paying on Your 401(k) Savings Account

Top fee-only emerging firms ranked by growth in discretionary AUM

Free four part Webinar series with CE Credit

"The Wealthcare Way vs. the Wall Street Way"   Please e-mail us here for access.

Books Available Now!

Stop the Retirement Rip-Off
Stop the Investing Rip-Off
The Four Pillars of
          Retirement Plans

The Wealthcare Movement in the News

Read about how our advisory board members are changing financial services to make the most of their clients' lives, and their own.

The $2 Million Charity Challenge to Active Investors
by David Loeper

Alpha or Wealth?
by Sam Bass

A Tale of Two Investors
by Brian Murphy

To Roth or Not to Roth, That is the Question
by David Loeper

Building a Practice in America's Fastest Dying City
Mowry Young - by Robert Huebscher

The Compound Shell Game
by David Loeper

The Levers to Financial Freedom
by Russ Thornton

Updated Value Proposition Power Point Available

We've updated the look and feel of our popular Wealthcare value proposition presentation for clients; click here to open.

Plan Sponsors:

Check out our new FREE
"Fee Compliance Kit" for plan sponsors at www.401kripoff.com.