The WealthCo Group of Companies is a team that is passionate about helping elevate our accounting firm members, and helping their clients live the life they deserve for over 20 years.
Customers are used to on-demand, easy access services. This is what our Integrated Advisory model delivers.
With decades of experience in the wealth management, financial planning, and insurance fields, the team at WealthCo is committed to delivering a superior customer experience. WealthCo places a great deal of emphasis on our core values and carefully vets new team members to ensure a strong cultural fit.
Founder & CEO
President
Chief Operating Officer
Senior Vice President, IAN Member & Advisory Services
Vice President, Insurance Advisory
Chief Investment Officer
Controller
Manager, Investment Advisory & Planning Services
Senior Insurance Advisor
Senior Wealth Advisor
EA, Coordinator BD & Sales
Executive Assistant to CEO & President/Business Services Team Lead
Coordinator, Insurance & Benefits
Manager, Insurance Operations
Wealth Advisor
Wealth Advisor
Portfolio Administrator
Portfolio Administrator
Insurance Specialist
Staff Accountant
Fund Accountant
Data Analyst II
HR Coordinator
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