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Richmond financial advisory firm offering goals-based planning and a wealth management platform for independent advisors.
Wealthcare Capital Management LLC, founded in 1999 and based in Richmond, US, provides wealth management and a unified managed household program for financial advisors and institutions. It pioneered goals-based financial planning with its Comfort Zone methodology and offers the GDX360 technology platform. In June 2025, Sammons Financial Group, Inc. agreed to acquire the company from NewSpring Capital, with terms not disclosed.
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