WealthCare Financial Group, LLC Employee Directory

Financial ServicesIndiana, United States2-10 Employees

WHAT WE BELIEVE – INCOME FOR A LIFETIME; LEGACY FOR THE GENERATIONS

We help our clients address the dual challenges of duration of their retirement income and direction of their retirement income.  By developing a unique plan for sustaining income that they will not outlive, our clients gain peace of mind.  By providing in that plan for an income stream that can increase over time, our clients can enjoy a retirement that maintains their dignity, independence and lifestyle.  Then we endeavor to further the plan to also leave a legacy for their families and stand as an example of wealth building and preservation for future generations.  This is the level of advice we strive for, one we feel our clients deserve, and one that can help enrich the lives of their loved ones who may long outlive them… even those as yet unborn.

The clients of WealthCare Financial Group are the recipients of a different approach.  Their plans for building a lifetime income and legacy for their loved ones are holistic in design, including the tax implications.  Where appropriate, their assets are allocated to take advantage of tax-optimized alternatives.  Their portfolios are managed toward maximizing after-tax performance.

*Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. www.finra.org Investment advisory services, including fee-based asset management accounts held through NFS, LLC are offered through 1st Global Advisors, Inc. All other financial planning and fixed insurance services are offered through WealthCare Financial Group, LLC and 1st Global Capital Corp. are unaffiliated entities. 

I will not ask or request for personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site.*

Find WealthCare Financial Group, LLC employees' phone numbers or email addresses

WealthCare Financial Group, LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

WealthCare Financial Group, LLC's Leadership

  • Stylized image of a person
    B. W.
    Owner
    Phone icon
  • Stylized image of a person
    T. S.
    Owner
    Phone icon
  • Stylized image of a person
    T. S.
    Owner
    Phone icon
  • Stylized image of a person
    K. M.
    Lpl Registered Principal
    Phone icon
  • Stylized image of a person
    C. E.
    Associate Advisor
    Phone icon
  • Stylized image of a person
    L. K.
    Client Experience Specialist
    Phone icon
  • Stylized image of a person
    K. U.
    Wealth Management Assistant
    Phone icon

WealthCare Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from WealthCare Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. W.
    Owner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    T. S.
    Owner
    Phone icon
    United StatesPennsylvania
    Oct 22, 2024
  • Stylized image of a person
    T. S.
    Owner
    Phone icon
    Mar 04, 2025
  • Stylized image of a person
    K. M.
    Lpl Registered Principal
    Phone icon
    United StatesPennsylvania
    Oct 22, 2024
  • Stylized image of a person
    C. E.
    Associate Advisor
    Phone icon
    United States
    Jul 16, 2025
  • Stylized image of a person
    L. K.
    Client Experience Specialist
    Phone icon
    Oct 19, 2025
  • Stylized image of a person
    K. U.
    Wealth Management Assistant
    Phone icon
    United States
    Oct 18, 2024

Frequently Asked Questions

What is WealthCare Financial Group, LLC known for?

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WealthCare Financial Group, LLC was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 9840 Westpoint Drive Indianapolis, Indiana 46256 United States; you can contact the main corporate office by phone at . Explore WealthCare Financial Group, LLC's company overview page for more information.

What is WealthCare Financial Group, LLC's most common email format?

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WealthCare Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WealthCare Financial Group, LLC email formats with LeadIQ.

How many employees does WealthCare Financial Group, LLC have currently?

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WealthCare Financial Group, LLC has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are WealthCare Financial Group, LLC's key employees and leadership?

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As of February 2026, WealthCare Financial Group, LLC's key employees include:

  • Owner: B. W.
  • Owner: T. S.
  • Owner: T. S.
  • Lpl Registered Principal: K. M.
  • Associate Advisor: C. E.

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