RICHMOND, Va., Jan. 17, 2024 /PRNewswire/ -- Wealthcare Capital Management (Wealthcare), a technology-enabled RIA that supports independent financial advisors and a NewSpring Holding platform company, proudly announces its remarkable achievements and significant milestones attained throughout 2023. The firm's commitment to excellence, innovation, and client-centric practices has positioned Wealthcare as a standout performer in the financial services industry.
Wealthcare's President and CEO, Matt Regan remarked on the achievements: "The home office team at Wealthcare continues to provide a unique value proposition for independent advisors that are focused on excellent client outcomes and the growth of enterprise value in their practices. We appreciate the hard work of our employees and the trust that our advisors place in us".
As Wealthcare steps into 2024, marking its 25th anniversary, the firm remains steadfast in its commitment to empowering advisors, driving growth, and providing unparalleled service to clients. The achievements of the past year set the stage for continued success and innovation in the years ahead.
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About Wealthcare
Wealthcare, a business unit of Financeware, architected its original goals-based planning and investing methodology 25 years ago and holds 12 patents on its established goals management process. Powered by its patented Comfort Zone®, 'Wealthcare's approach features innovative, personalized experiences and step-by-step tools that create deeper relationships between advisors and investors. Wealthcare empowers firms and advisors to go independent and grow their advisory businesses by providing GDX360® ? 'Wealthcare's proven fiduciary process that seamlessly integrates planning, investing, and trading ? and a full-suite of practice-management services. Wealthcare is comprised of two RIAs, Wealthcare Advisory Partners LLC and Wealthcare Capital Management LLC. Learn more at www.wealthcaregdx.com.
About NewSpring Holdings
NewSpring Holdings, NewSpring's dedicated holding company with a strategy focused on control buyouts and platform builds, brings a wealth of knowledge, experience, and resources to take profitable, growing companies to the next level through acquisitions and proven organic methodologies. Founded in 1999, NewSpring partners with the innovators, makers, and operators of high-performing companies in dynamic industries to catalyze new growth and seize compelling opportunities. The Firm manages over $3 billion across five distinct strategies covering the spectrum from growth equity and control buyouts to mezzanine debt. Partnering with management teams to help develop their businesses into market leaders, NewSpring identifies opportunities and builds relationships using its network of industry leaders and influencers across a wide array of operational areas and industries. Visit NewSpring at www.newspringcapital.com.
SOURCE Wealthcare
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