Mount Union • State College • Hershey • Altoona
bruce@wealthkare.com | (800) 494-9400

WealthKare uses 3 key steps to simplify and optimize your investment, retirement, estate, and tax needs.
1. Conduct a personal interview to understand your past experiences and results with financial companies and various investment, tax, and/or legal professionals.
2. Apply our extensive research, comprehensive knowledge, and valuable insight to help you make smarter and safer decisions for your families financial needs.
3. Using a much wider universe of choices, use a competitive process to identify the best solutions to give optimum results for your specific needs.
If you want financial advice that gives you maximum value, you need a firm designed specifically to work for you-the client- and not for financial companies. At WealthKare, our success is only measured by the success of our clients!
The WealthKare Investment Center provides our clients with secure and sustainable retirement solutions. We are affiliated with the National Ethics Association (ethics.net), American's for Secure Retirement, and an A+ Rated Better Business Bureau member
WealthKare is quite different from most financial firms. It was designed from the ground up using a clean sheet of paper. Thegoal was to create a firm and a culture that allows you, the client, to achieve optimum results from your financial matters! We disagree with the financial industry's idea that minimum suitability standards are "good enough" to meet your needs.