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WealthCare Partners

WealthCare Partners

Financial ServicesFlag of USIndianapolis, Indiana, United States11-20 Employees

Company overview

Headquarters9201 Rockville Road, Indianapolis, IN 46234, US
Phone number+13179689200
Website
NAICS52
SIC628
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
Employees11-20
Socials

Key Contact at WealthCare Partners

Flag of US

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.

FormatExamplePercentage
{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/

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WealthCare Partners revenue & valuation

Annual revenue$6,978,098
Revenue per employee$635,000
Estimated valuation?$22,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
C-Suite

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.

Cloudflare

Cloudflare

CDN

Cloudflare Bot Management

Cloudflare Bot Management

Security

Gravity Forms

Gravity Forms

Form builders

GoDaddy

GoDaddy

Hosting

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

Open Graph

Open Graph

Miscellaneous

WP Rocket

WP Rocket

Caching

WordPress

WordPress

Blogs

MySQL

MySQL

Databases

WP Engine

WP Engine

Hosting

Priority Hints

Priority Hints

Performance

Frequently asked questions

WealthCare Partners is located in Indianapolis, Indiana, US.
You can reach WealthCare Partners at +13179689200.
WealthCare Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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