Caitlin Cully

Wealthcare Advisor at Wealthcare Capital Management

Caitlin Cully's Professional Contact Details

Email (Verified)

****@wealthcarecapital.com

Get Email Address

(804) 644-4711

Location

Pittsburgh, Pennsylvania, US

Company

Wealthcare Capital Management

Person Seniority

entry

Caitlin Cully's Current Company Details

Wealthcare Capital Management

Richmond, Virginia, US • 36 Employees

investment management

Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can't buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan's comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk

Founded Year

1999

Organization Website

wealthcarecapital.com

Organization Languages

English

Organization Revenue

6000

Current Technologies

route 53

act-on

mailchimp spf