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Comprehensive Financial Planning
     Over a period of several weeks, we will work together with you to develop a personal goal-based plan to help you achieve your goals in life.  Ater the plan is developed, we will help you implement any agreed upon recommendations, and provide close careful monitoring of the plan during our relationship. Depending on the complexity of the plan, there may be a nominal yearly charge to cover the time involved in this monitoring process. Clients who work with Wealth Care LLC and do not have at least 1M in assets will be charged the planning fee at the beginning of our relationship, but not afterwards for follow up.
Investment Management
     Wealth Care LLC is a strong believer in achieving a low cost method of diversified asset allocation.  At the same time, we recognize that risk and reward are very individualized concepts, and therefore we will match an investment profile to you personally.
     Certain clients that wish to take on additional risk may be considered for investment options such as covered call sales and direct and indirect real estate investments.  Wealth Care LLC uses Fidelity Institutional Brokerage as its major custodian of client assets. Generally we find that a client needs a minimum of 1,000,000 dollars of assets to benefit from our services.
Fees for Investment Management
Amount under management              Yearly Fee

Up to 1,000,000 dollars
1% annually
 Amounts between 1-2,000,000 dollars
0.5%
More than 2,000,000 dollars
.25%

 

 

Our Focus Is :

 

  • RETIREMENT PLANNING
  • ASSET PROTECTION
  • COLLEGE PLANNING
  • TAX PLANNING AND REDUCTION
  • INVESTMENT MANAGEMENT
  • ESTATE LIQUIDITY AND MANAGEMENT 
  • CHARITABLE PLANNING
  • INSURANCE PLANNING
  • INCREASING YOUR REAL WEALTH

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Privacy Principles



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Our Service Advantage


Personal Attention - Wealth Care LLC will only accept a select small group of clients in able to give close individualized access and attention.

Low Cost-Despite the high quality of personalized service offered, the advantages of diversified index-type investing allows a total cost of investment management at or below what most clients have already been paying.

Experience - Dr. Podnos has managed investment assets for over twenty years.

Fee Only-  At Wealth Care LLC, our only interest is to offer you quality uncompromised advice and investment guidance.  We make no sales and no commissions of any type.