Marketing & Prospecting
Start by showing that you can deliver a comprehensive wellness experience using our unique, clinically-based prospecting quiz.
Learn MoreOnboarding & Discovery
Securing wellness requires conducting a thorough diagnosis of your client’s current financial “condition”.
Learn MoreAdvice & Education
Delivering financial wellness is an ongoing process that should be personalized for each client and their family.
Learn MoreWe enable wealth management firms to deliver a holistic wellness experience throughout the client journey.
We enable wealth management firms to deliver a holistic wellness experience throughout the client journey.
Latest in our award-winning thought leadership.
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Cognitive Overload: The Coming Surge In Diminished Capacity Cases And What Wealth Management Firms Can Do To Protect Their Clients And Themselves Whitepaper -
Introducing a Hierarchy of Financial Wellness Journal of Financial Planning (article excerpt and video) -
The 4 Features of an Effective Financial Wellness Program InvestmentNews (article excerpt and video) -
Is it OK now for advisors to talk to clients about diminished capacity? LinkedIn article (excerpt) -
Understand Client Actions and Expectations with Risk Assessment Tools Journal of Financial Planning (article excerpt) -
Cognitive Function As A Proxy Of Financial Decision Making In Older Primary Care Adults Alzheimer's & Dementia (article excerpt)
Wellness Assessments
Our assessments capture individual preferences, practices, and levels of preparation and score financial wellness across a broad range of metrics.
Learn MoreHealth & Longevity Planning
We provide advice and guidance on the issues that matter most - health, family, and financial security.
Learn MoreEducational Materials
Our award-winning educational materials are informed by experts in financial planning, psychiatry, and geriatrics.
Learn MoreOur solutions provide the foundation of holistic financial wellness programs for clients, employees, and benefit plan participants.
Our solutions provide the foundation of holistic financial wellness programs for clients, employees, and benefit plan participants.
What is Financial Wellness?
We believe that financial wellness should be more than a slogan you might see on a giftshop pillow.
Watch this short video to see our definition of financial wellness, based on a methodology published in the Journal of Financial Planning*.
*Introducing a Hierarchy of Financial Wellness, Journal of Financial Planning, September 2020, by Chris Heye, PhD
Here's what our subscribers are saying...
"The intersection of an aging demographic and the industry’s need to increase its value proposition via the delivery of holistic financial wellness planning demands an augmented advisor system. Wheathcare’s combination of intuitive technology and an empirically based process provides advisors the toolset needed to better address this growing planning demand."Shane Morrow, CFP®, CIMA®, CAIA®, Managing Partner - IronBridge Wealth Counsel
"As a planner, Whealthcare has helped me with one of my biggest fears - what are my clients not telling me? It's not that they are intentionally keeping me in the dark, it's just that no other financial planner has asked them. By walking through these assessments, we really have a deeper appreciation for each other."Amy Irvine, CFP®, EA, MPAS®, Founder - Irvine Wealth Planning Strategies
“Whealthcare is a critically needed resource for financial advisors looking to serve their older clients for the later retirement years. Whealthcare balances an understandable and accessible questionnaire interface with practical and sensitive advice and perspectives. Whealthcare helps me and my practice uncover the true priorities of my clients."Thomas C. West, CLU, ChFC, AIF®, Partner - Signature Estate & Investment Advisors