WHY
WEALTHCARE?
Established in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of financial advisory firm. We pioneered a new way of providing financial life guidance using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.
We accomplish this by helping you understand and identify your most important life goals. We then align your investments with those goals. Our process guides you through the myriad of changes in your life that will invariably require financial decisions. This is what we refer to as Financial Guidance for Life.
At Wealthcare, we measure our success in our clients’ fulfillment — one client at a time.
Our Goals-Driven Investment Approach is Different. We Ensure:
Your investments will thoroughly align with your personal goals.
We’ll present your portfolio progress reports clearly and effectively, so you understand every detail.
You’ll feel safe with us, confident in our abilities to facilitate your success, regardless of market fluctuations or life-altering circumstances.
Richard L. Bartholomew II, MBA, CFP®
Senior Wealth Advisor | Wealthcare Private Client, LLC
OUR PROCESS
Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.
Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
ABOUT RICK
Mr. Bartholomew provides goals-based wealth management to family stewards, individuals in transition, and thriving retirees. His effective use of the Wealthcare process has been instrumental in his ability to help clients achieve their life goals. Rick’s genuine nature, outstanding service, and passion for helping others have helped make him a highly effective and successful advisor.
Rick has extensive experience in the wealth management industry including the development of comprehensive planning solutions for high-net-worth individuals and families.
Rick has a Bachelor of Business Administration in Finance and a Master of Business Administration from Marshall University. He also holds the CERTIFIED FINANCIAL PLANNER™ designation.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Review this investment professional’s
Client Relationship Summary.
OUR PROCESS
Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.
Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
Richard L. Bartholomew II, MBA, CFP®
Senior Wealth Advisor | Wealthcare Private Client, LLC
ABOUT RICK
Mr. Bartholomew provides goals-based wealth management to family stewards, individuals in transition, and thriving retirees. His effective use of the Wealthcare process has been instrumental in his ability to help clients achieve their life goals. Rick’s genuine-nature, outstanding service, and passion for helping others has helped make him a highly effective and successful advisor.
Rick has extensive experience in the wealth management industry including the development of comprehensive planning solutions for high net worth individuals and families.
Rick has a Bachelor of Business Administration in Finance and a Master of Business Administration from Marshall University. He also holds the CERTIFIED FINANCIAL PLANNER™ designation.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Review this investment professional’s
Client Relationship Summary.
MOST IMPORTANTLY, THE WEALTHCARE PROCESS IS YOU- DRIVEN. NOT MARKET DRIVEN. IT’S POWERFULLY SIMPLE. IT’S REFRESHINGLY CLEAR.
Your Comfort Zone®
You will have confidence in your financial life plan because I will be constantly performing analytics in an effort to ensure your success. At Wealthcare, we call this being in the Comfort Zone®. The Comfort Zone® measures the probability of reaching your financial goals. And it also alerts you if you veer off course.
When planning your financial future, it's wise to stay in your Comfort Zone®.
This chart is for illustrative purposes only.
John & Ann's Confidence Level is 85%
Overfunded
Comfort Zone®
Underfunded
Click on a goal to see more
This chart is for illustrative purposes only.
STAY ON COURSE
The Wealthcare process is YOU-driven, not market-driven. As your circumstances, goals and priorities change, I will work with you to make appropriate adjustments. Whatever life events come your way — from expanding your family to buying a vacation home — I will monitor and measure each event against its financial impact on your plan.
DREAM BIG
Do you like to travel? How will you pay for your children’s education? What exactly does “comfortable” retirement look like to you? You’ll cover these topics — and more — during our initial conversation.
We’ll use this conversation as a launching pad for creating your financial life plan. My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you define your life goals, and most importantly, will guide you toward achieving them.
But this is just a beginning. Wealthcare’s financial plan is not a “set it and forget it” tool. It’s a dynamic financial guidance system that evolves as your circumstances and financial markets change. I will continually monitor your plan against your changing life events and your investment portfolio, keeping the two in sync. Our software runs sophisticated market simulations, designed to monitor, measure and track your progress and report back to you with clarity.
Enjoy a Fulfilling Life Now At Wealthcare, we don’t believe you should make unnecessary sacrifices in life, or take unnecessary risk.
What if you could:
Spend more. Save less. Retire earlier. Or take less investment risk?
With the Wealthcare advising process we can explore these possibilities. When your plan is inside the Comfort Zone®, you can be confident you will arrive at your desired financial destination. Our singular purpose is to help you make the most of your life.
The Wealthcare process addresses your financial needs AND your dreams. It shows how to make smart trade-offs among your different and often competing priorities. It helps you achieve a unique personal balance.
Richard L. Bartholomew II, MBA, CFP®
I LOOK FORWARD TO SPEAKING WITH YOUR ABOUT YOUR FINANCIAL FUTURE!
What's Wealthcare?
Discover what you can expect from the Wealthcare process.
Life + Investing
Living well...investing well... In the Wealthcare process, it’s all one and the same.
It All Starts with a Great Conversation
Setting a plan to achieve goals.
What is Comfort Zone®?
Our patented financial planning technology.
What's Wealthcare?
Discover what you can expect from the Wealthcare process.
Life + Investing
Living well...investing well... In the Wealthcare process, it’s all one and the same.
It All Starts with a Great Conversation
Setting a plan to achieve goals.
What is Comfort Zone®?
Our patented financial planning technology.