Our experienced team of financial experts will help you to identify the areas where you can benefit the most from our services. We design a custom strategy that allows us to work together to reach your financial goals and have long-term peace of mind. At Wealthcare Financial, we focus on you as an individual. We believe each person regardless of career, age, or living situtation, is in need of a custom financial strategy that fits their strengths and addresses their needs.

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"...I have been working with Shaun and Mike for about 3 years now after being recommended to them by a friend. They have been helping me with my financial planning since graduating residency. Great guys, trustworthy and knowledgeable. Easily accessible and quickly answer financial questions I have. They coordinate with my CPA to help make the best decisions for me. I always feel they have my best interest in mind. I am very grateful to have these guys on my team and I am in a much better position now than I was 3 years ago."

- Dr. David Traficante, MD

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Our clients are located at prestigious institutions all over the country.