WealthCare Suitability Evaluation

The WealthCare Suitability Evaluation (WSE) is an easy-to-understand educational evaluation and discussion of a member's current or planned wealthcare product, service, or strategy that includes the subject's objectives, pros, cons, true costs, hidden risks, and possible outcomes. This information is invaluable in helping members make appropriate wealthcare decisions and avoid costly and oftentimes irreversible mistakes with their money.

The WSE is conducted by a Personal Financial Advocate (PWA), who is an experienced wealthcare professional acting in an educational-based advocacy capacity. The WSE may be conducted in person, remotely by phone, or via video call.

For more information, click on the calendar icon below to schedule a complimentary informational phone or video call: