Network·Family Office

Wealth Care LLC

Unclaimed
Family Officeindustrialsfinancial serviceshealthcarebusiness services
www.wealthcarellc.com

SEC CRD #801-67132

About

Brevard County, Florida | Financial Advisor — Wealth Care LLC Fiduciary Fee-Only Financial Planning and Investment Management With a Specialization in Physicians and other Healthcare Professionals Learn More Featured In INDEPENDENT, FEE-ONLY FINANCIAL PLANNING INVESTMENTS At Wealth Care LLC, our goal is to help you achieve your goals and dreams through highly personalized, full-service financial planning and investment management . As independent, fee-only advisors , we sell no products, make no commissions, and work only for you. CONCIERGE-STYLE SERVICE We understand that life doesn’t just happen between 9-5, so we are here to offer advice when you need it. That means if something comes up and you need an answer on a Tuesday evening, or a Saturday morning, we are not only available to talk, we encourage you to be in touch . Financial and Investment Services Designed to Care for You Get Started Financial Planning Investment Management Services COMPREHENSIVE FINANCIAL PLANNING INVESTMENT MANAGEMENT We work with people on a long-term basis as partners in achieving the things that are most important to them in life. We provide coordinated financial planning and investment management services, and consulting on areas such as tax planning, asset protection, and estate planning. VIRTUAL FINANCIAL SERVICES While we love to meet with clients in person, we work with many clients on a purely virtual basis. We work with clients all over the U.S. on comprehensive financial planning and i

Key Contact

SP

STEVEN PODNOS

CHIEF COMPLIANCE OFFICER

📞 (321) 543-1099

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AUM

$669M

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