Jennifer Wolfe, financial advisor Beaver  PA
106 score

Jennifer Wolfe

CRD Number: 4598231
Current Firm: Wealthcare Capital Management LLC
Compensation Model: Fee Only
Jennifer Wolfe (CRD# 4598231) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Beaver Falls, PA and has over 13 years of experience in the finance industry. Jennifer Wolfe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
Advisory Practice Details
Services Offered:
  • Tax planning
  • Real estate
  • Business
  • Life
  • Long-term care
  • Charitable planning
  • Estate planning
  • Employer retirement plans
  • Asset allocation (advice only, not execution)
  • Indexing / passive investing
  • Investment management
  • Security selection (advice only, not execution)
  • Buying a home
  • Career change
  • College preparation
  • Divorce
  • Getting married
  • Having a child
  • Job loss
  • Retirement planning
  • Sudden wealth
  • Concentrated / highly appreciated positions
  • Stock options / restricted stock
Customer Specialties:
  • Baby boomers
  • Gen X
  • Millennials
  • Approaching retirement
  • Career changers
  • Mid-career professionals
  • Retirees
  • Widow(er)s
Investment Strategy:

Because we specialize in micro-scoping down analyzing cash flows, our practice lets you make the most educated decisions when planning for or even experiencing life changing transitions.  We don't just simply rely on past market performance.  We analyze cash flow in all different kinds of markets;  individual markets; rolling period markets.  And then for added fun, we analyze the cash flow in those markets to your taxable situation at that point in time.  

 

We want you to have the most detailed illustration of your choices before you make your choice.  You have every opportunity to say "What if...." to embrace and live life to the fullest without saying, "I wish I would have…"

 

Pricing Model:

Pricing depends on you.  Since it is an critical part of the planning process, I drive cost down.  Driving the cost down helps the money in your pocket grow!

 

1.  Pricing can be done on a per plan basis as a one time fee.

2.  Pricing can be based on fees for assets under management.

3.  Pricing can be a combination of number 1 and 2.  

 

Planning and fees are extremely individualized.  Which helps Wealthcare continue to make clients happy family members.

Planning Process:

Our process is simple.

 

First appointment:  You talk.  I ask questions.  You talk some more.  Then you talk more.  I ask more questions and you finish up talking more.

 

I take everything you discussed and prioritized and analyze how to  make it happen.  With Wealthcare, I discuss the best strategies, providing you with options, and how to get what you want with as little risk as possible.  Now the plan is ready for your review.

 

Second appointment:  We discuss your plan.  You tell me what is acceptable and what isn't acceptable.  If this can complete the planning process, then the plan is implemented.  If not, I go back to the drawing board with Wealthcare and repeat the last 2 steps.

 

Once the plan meets your approval, it is implemented.

 

I contact you once a quarter to make sure we connect with the plan and are still on track.  

 

Professional Designations
Company Name Location Dates Years
Wealthcare Capital Management, Inc. Richmond, VA Jan 2012 - Current 4
Not Engaged In Financial Services Beaver Falls, PA Feb 2011 - Jan 2012 < 1
Wachovia Securities, LLC Sewickley, PA Dec 2005 - Feb 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Jennifer R. Wolfe
Phone Number: (724) 612-5422
Firm Website: http://www.carewell.biz
Registered State(s):
  • PA
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NY
  • NC
  • ND
  • OH
  • OK
  • OR
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VT
  • VI
  • VA
  • WA
  • WV
  • WI
  • WY
By the Numbers
  • Total Assets Under Management
    1,301
    MILLIONS
  • Total Number of Accounts
    7,311
    ACCOUNTS
  • Average Account Value
    $177,975
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
106
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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