Wealth Care LLC

Wealth Care LLC offers highly personalized, fee-only financial planning and investment management services to clients nationwide. While the company does not limit its practice to medical and dental practitioners, Wealth Care has unique interests and experience in working with them, from residency through retirement. It has offices in Cocoa Beach Florida and Washington DC.


Comprehensive Financial Planning and Investment Management

Wealth Care LLC provides coordinated financial planning and investment management services and consulting on areas such as tax planning, asset protection, and estate planning.

Virtual Financial Services

Wealth Care LLC works with many clients on a purely virtual basis. It works with clients all over the United States on comprehensive financial planning and investment management.