The Genesis of WealthCare Connect
WealthCare Connect was envisioned by Raymond J. Shreder while he was a member of a team of wealthcare professionals who helped affluent individuals, couples and families efficiently achieve their wealthcare goals. However, Ray believed that similar services should also be available to others, regardless of their financial status. In fact, Ray believed that the lifestyles and retirements of those with less financial resources would be more impacted if similar services were available to them. Unfortunately, the lack of awareness coupled with high costs and account minimums limited access to these services to a select group of people. Undaunted, Ray dedicated himself to creating a way to provide access to these valuable wealthcare services to everyone.
To achieve his goal, Ray assembled a team of technology professionals and tasked them to build a free online platform that would provide open access to these wealthcare services. After several years of development, WealthCare Connect is now live and providing the following wealthcare services and applications to everyone:
Wealthcare Suitability Evaluation (WSE)
Obtain an educational evaluation of a current or planned product, service, or strategy
Questions & Answers
Submit questions and receive answers from other registered and professional members
Professional Directory
Find local and online WealthCare Professionals
Events Calendar
Find and R.S.V.P. for onsite and online events
Online Presentations
Attend live and recorded educational presentations
Podcasts
Listen to informational talk shows and interviews
Blogs
Read informational articles
Videos
Watch informational videos
Tools
Intuitive tools to help assess and achieve wealthcare goals
AV Chat
Engage with other members via integrated AV chat service
Content provided on this website does not constitute advice. All content is provided for general informational purposes only.
Services provided by third-party WealthCare Professionals and Service Providers may charge a fee for their services.
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