We are dedicated to providing investment management and strategic wealth planning that is right for you.

Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.

Learn More

A more personal approach to financial planning

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

Our Process

Our Team’s Difference

Integrity: Being your valued financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.


Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in working to reach your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

Meet Our Team

Our Services

 

 

Our Team

Disclosure: Wealthcare Capital Management and Wealthcare Advisory Partners are separate entities from Cody Financial Advisors and LPL Financial.

We help build, manage, preserve and transition wealth because we care to make a difference

Reach Out Now

Recent Blogs

We all want more money, and many of us would like to work less, as well. This may seem like a dilemma, yet there is a solution. One way to increase money without working is to...
Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half1 of employers now offer financial wellness programs to their workers.
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you need when preparing this year's taxes.