


WealthCare Partners
Financial Services • Indianapolis, Indiana, United States • 11-20 Employees
Company overview
| Headquarters | 9201 Rockville Road, Indianapolis, IN 46234, US |
| Phone number | +13179689200 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Asset Protection, Income Planning, Retirement Planning, Investment Consulting, Social Security Planning, Long Term Care Planning, Tax Reduction, Proactive Wealth Management, Estate Consultation, Investment Withdrawal Strategies |
| Employees | 11-20 |
| Socials |
Key Contact at WealthCare Partners
Steve Ford
Founder & President, Senior Wealth Advisor
WealthCare Partners Email Formats
WealthCare Partners uses 2 email formats. The most common is {first initial} (e.g., j@wealthcare.us), used 61.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthcare.us | 61.5% |
{first name} | john@wealthcare.us | 38.5% |
About WealthCare Partners
Our goal is make a positive difference in our client's futures by guiding them throughout their financial journey and provide advice that helps create financial confidence. We seek to provide great client service that develops long-term relationships with clients who trust us because we act with integrity and are dedicated to helping them as they pursue their goals of total wealth care. We serve families and small business owners who want to achieve financial freedom but are unsure how to get there. We believe financial confidence is best achieved through strategic money management, not a buy and hold strategy, with ongoing tax and estate planning to protect your family and maximize cash flow. Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (www.finra.org and www.sipc.org). Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness. FINRA: https://www.finra.org/ SIPC: https://www.sipc.org/
WealthCare Partners revenue & valuation
| Annual revenue | $6,978,098 |
| Revenue per employee | $635,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $22,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
WealthCare Partners has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
WealthCare Partners has never raised funding before.
WealthCare Partners Tech Stack
Discover the technologies and tools that power WealthCare Partners's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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