Wealthcare independent advisors live and work in your community. We know your name when you call, and genuinely enjoy building relationships with clients who join our family. We provide one-on-one direction for individuals, businesses and families alike to plan for secure futures.
Sending kids to college? Planning for retirement? Moving to your dream home? Independent advisors are available locally in Shreveport and in Covington on the Northshore to plan for each of life’s adventures. We’re securities licensed in 13 states, so we can also work with your loved ones who live in another state.
Four key values clearly drive the quality and service our clients receive:
Integrity – Honesty, fairness, competence, and ethics are the foundation of our culture.
Innovation – We offer solutions based on open-mindedness, resourcefulness, creativity, and commitment to the ultimate needs and objectives of our clients.
Commitment – Through quality, excellence, and enduring service, we make a difference for our clients.
Gratefulness – We consider it a privilege to serve our valued clients.
To be known as the independent, fee-based planning and wealth management advisors that honor God, put our clients’ interests first, and deliver competent advice with distinguished, ongoing service.
Recognizing the stewardship that accompanies wealth, we seek to establish meaningful client relationships to help clients sustain, grow, and ultimately transfer assets based on their unique goals.
We don’t believe in selling a particular product or marketing a single “get-rich-quick” scheme. Instead, we seek to develop meaningful relationships with our clients – meeting them where they are now so we can assist them in maximizing their wealth potential.
Wealthcare Services is different than most. We recognize that you work hard for the money that you earn, and we are passionate about helping you protect your nest egg and address existing financial needs. With an extremely high client retention rate, we believe our achievement speaks for itself.
It’s not enough to just preserve your money. We want to see you mature your financial picture and move toward your monetary goals. In addition to our advisors’ unique tactical investing methodology which is a solid foundation for growing wealth, our fee-based approach for investment management aligns our interest with yours.
At the right season of life, one of the most profound gifts you can give to those you care about is a financial inheritance. With vast attention to personal detail, Wealthcare offers comprehensive estate and business transition planning which far exceeds the typical approach. We want you to have peace that comes from knowing that your loved ones will be taken care of when they need it most.