What does your future look like?

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with WealthCare Financial and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgeable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 
 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 

Our Team


Tony Santoro

Financial Advisor

Tim Lessard

Licensed Assistant

 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Appointing an Executor: Who Will You Choose?

26 July, 2022

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice.
Read more

Slamming on the Brakes on Inflation

8 July, 2022

Slamming on the Brakes on Inflation

Persistent inflation pressures have prompted global central banks to accelerate their plans, and we now anticipate the most aggressive and synchronized global tighte
Read more

Estate Planning: Transferring Your Estate

28 June, 2022

Estate Planning: Transferring Your Estate

Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries.
Read more

 

Market Monitor

Listen to insights from our market specialists  

 

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

Contact Us

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