Make your vision of retirement a reality

Craft a secure, prosperous future on your terms. Let us guide you on your path to a well-deserved, worry-free retirement.

 


 

Retirement shouldn't be stressful

Outline your vision

Create your plan

Enjoy your retirement!

Are you worried about your retirement asking yourself any of these questions?

Retirement should be exciting, not stressful. We can help address your concerns and questions about retirement.

 

  1. Will I outlive my savings?

  2. Will inflation impact my retirement income?

  3. How will healthcare costs affect my retirement budget?

  4. What's the best strategy to fund my day-to-day life in retirement?

  5. How will market volatility affect my retirement savings?

  6. How can I afford my lifestyle in retirement without taking unnecessary risk?

Your retirement.
Your way.

Everyone’s retirement dreams look different. Whether it's traveling the world, starting a small business, or simply spending more time with family.

We want understand your individual goals and together, we can craft a tailored plan that aligns with your ideal retirement lifestyle so you can enjoy your retirement without worry.

Experience the WealthCo advantage

Experience the unmatched advantage of having an integrated team working to help realize your vision for your legacy.

 

  • Enjoy the ease of coordination between all your financial activities and advisors for a cohesive estate plan.

  • Navigate the complexities of estate planning with our team of specialists and experts at your side.

  • Benefit from personalized strategies that align with your unique goals and the legacy you envision.

  • Rest easy knowing your wealth will serve your vision, supporting your loved ones and cherished causes.

Don’t let your legacy be eroded by expensive capital gains tax.

 

Estate planning is more than just a wealth transfer; it's about creating a lasting legacy that aligns with your values and aspirations.

At WealthCo, we understand that your legacy should be shaped by your vision, not the tax act or legal complexities. We provide expert guidance, tailored strategies, seamless coordination, and assurance that your estate will serve your intended purpose.

Our team of experienced professionals is committed to helping you navigate the often daunting terrain of estate planning.

With our personalized approach, we help you steer clear of potential pitfalls, ensure maximum preservation of your estate, and craft a roadmap for a smooth succession. We also integrate philanthropy into your estate plan, transforming your wealth into a force for good that echoes beyond your lifetime.

We're here to help you leave a meaningful and enduring legacy. Experience the WealthCo advantage, where estate planning becomes less about the transfer of wealth and more about the seamless continuation of your vision.

 

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Our value beyond the numbers

 

WealthCo Asset Management’s aim is to help you sleep better at night by offering you peace of mind. Here’s how.

 

An integrated approach

Formulate a plan that considers all aspects of your financial life and make better decisions by working collaboratively with all of your professional advisors.

Capital pooling

Capital pooling provides scale, diversification, and access to alternative investments not otherwise available on retail platforms.

Deeper diversification

All assets are pooled into 4 distinct funds giving you the flexibility and diversification otherwise not available in the retail market.

Peace of mind

We strive to deliver above-average risk-adjusted returns. We’re more concerned about downside protection than upside capture.

First class sub-advisors

Our sub-advisors are experts in their niche, and offer you exposure to a diverse mix of alternative investments.

Spectrum of options

Experience the unparalleled comfort of a diversified portfolio that fits your risk tolerance and financial objectives.

Our record
of stability

WealthCo Asset Management vs the marketplace

Note: Based on monthly performance of WealthCo’s pooled funds (June 2014) assuming daily reblanacing. Legacy Balanced model prior to 2022.

 

Some of our trusted sub-advisors

 
 

Our process

The clear path to an elevated investment portfolio

 
 

1





Discover

We start by uncover what matters most to you and getting clarity on where you want to be financially, personally and professionally.

2





Advise

With a clear understanding of what you want to achieve we offer sound advice and outline a path forward that aligns with your priorities.

3





Implement

Our team of specialists implement the agreed upon advice given and together we measure, track, and adjust your plan as needed.

4





Review

We remain present and active as your life evolves with regular review meetings to keep your plan up to date and things change.

Don't just manage your money. Protect your financial future.

 

At WealthCo Asset Management, we understand that your financial journey is more than just numbers on a screen. It's about the hard work you've put in, the dreams you're aspiring to, and the legacy you hope to leave behind. We're here to not only protect and grow your wealth but also to make sure you feel confident and secure about your financial future.

Our unique approach prioritizes extensive diversification, utilizing four proprietary investment pools: Alternative Income, Fixed Income, Alternative Growth, and Core Equities. Based on your risk appetite and financial goals, we align these pools into four allocation strategies: Conservative, Balanced, Growth, and Aggressive Growth. With WealthCo Asset Management, you're not left to the whims of the market. Instead, you become an empowered investor, choosing the strategy that suits your unique situation and goals.

At WealthCo Asset Management we are dedicated to delivering value beyond your portfolio balance. We're committed to being a reliable partner, working with your other professional advisors, to offer a pension-style investment approach and focusing on downside risk mitigation.

Let us guide you through the complex world of investing, and together we'll turn your financial dreams into reality. With WealthCo Asset Management, your wealth is not just managed—it's protected, nurtured, and positioned for sustainable growth.