Jennifer WolfeCRD Number: 4598231
Current Firm: Wealthcare Capital Management LLC
Compensation Model: Fee Only
- Tax planning
- Real estate
- 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
- Getting married
- Having a child
- Job loss
- Retirement planning
- Sudden wealth
- Concentrated / highly appreciated positions
- Stock options / restricted stock
- Baby boomers
- Gen X
- Approaching retirement
- Career changers
- Mid-career professionals
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 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.
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.
|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|
Total Assets Under Management1,301MILLIONS
Total Number of Accounts7,311ACCOUNTS
Average Account Value$177,975
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