WealthKare Investment Center

WealthKare Investment Center Making strong commitments to our clients and building life-long relationships are tenets of success BRUCE J.

WEALTHKARE INVESTMENT CENTER

Our mission is to provide the families and businesses we serve with innovated financial strategies, solutions and planning that can result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at WealthKare Investment Center. SMITH III, PRESIDENT AND FOUNDER

Bru

ce Smith has spent over 36 years as a professional consultant focused on simple goal- exploring opportunities that could add thousands of dollars in additional retirement benefits for his clients. Today, that task seems easier than ever because millions of Americans* have poorly constructed retirement portfolios that are not designed to maximize retirement benefits. The problem affects people of all ages and all demographic levels. Nobody is immune, not even the most educated and seasoned financial professional. Bruce created the Get MORE Retirement® program (and authored the program’s 167 page Workbook Guide) to help retirees, soon to be retirees and his fellow advisors, to identify opportunities that may have been overlooked or ignored in the original retirement planning process. The program is comprehensive, easy to understand and requires only common sense and simple math skills. When suitable, it could produce an upgrade that results in Less Fees, Less Risk and More Money for retirement. Bruce is the host for the popular Get MORE Retirement® radio and podcast programs, appears on a variety of television networks and internet media programs discussing advanced retirement planning strategies.

*June Unemployment Report for Workers Over 55, Published: July 8, 2016, Economicpolicyresearch.org

When it comes to retirement, it’s essential to get real ideas and real strategies from someone who understands how to he...
08/31/2026

When it comes to retirement, it’s essential to get real ideas and real strategies from someone who understands how to help clients achieve real goals. It’s time to get real about retirement so visit https://wealthkare.com and start a conversation about retirement goals today.

We’re in a rhyming mood today, so pack those blues away. Let’s think about a 401(k) and then about an IRA. Then let’s dr...
08/21/2026

We’re in a rhyming mood today, so pack those blues away. Let’s think about a 401(k) and then about an IRA. Then let’s dream about retirement day — and a trip down by the bay. Contact 814-542-5433 for more information today!

Retirement isn’t about finding a magic solution. It’s about making a series of appropriate decisions at appropriate time...
08/17/2026

Retirement isn’t about finding a magic solution. It’s about making a series of appropriate decisions at appropriate times. One decision to get started? Giving us a call at 814-542-5433.

Experts say strength and balance exercises are critical as you reach your 50s and beyond.
08/14/2026

Experts say strength and balance exercises are critical as you reach your 50s and beyond.

Experts say strength and balance exercises are critical as you reach your 50s and beyond.

Pencils up. It's back-to-school season, and your financial plan is due for a checkup too.When was the last time you revi...
08/11/2026

Pencils up. It's back-to-school season, and your financial plan is due for a checkup too.
When was the last time you reviewed your retirement income plan, tax strategy, beneficiary designations, or savings goals? Think of it as a pop quiz, except you get to see the questions ahead of time.
Let's schedule time to review your plan before the fall season gets busy.

See how you stack up against your peers when it comes to retirement savings.
08/10/2026

See how you stack up against your peers when it comes to retirement savings.

See how you stack up against your peers when it comes to retirement savings.

Do many financial services professionals really embrace the phrase “Rest assured”? We do. The idea behind it is that our...
08/07/2026

Do many financial services professionals really embrace the phrase “Rest assured”? We do. The idea behind it is that our clients can relax and feel more confident about heading toward retirement. We’re an experienced and supportive teammate when it comes retirement strategies. Learn more here: https://wealthkare.com

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.
08/05/2026

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.

The journey to retirement is full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for all of...
08/03/2026

The journey to retirement is full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for all of it. Visit https://wealthkare.com to begin the discussion about building a map to retirement today.

Lifestyle creep happens when you increase spending in tandem with your income, which could prevent you from accomplishin...
08/01/2026

Lifestyle creep happens when you increase spending in tandem with your income, which could prevent you from accomplishing your financial goals.

Lifestyle creep happens when you increase spending in tandem with your income, which could prevent you from accomplishing your financial goals.

Address

11898 Arrowhead Way
Mount Union, PA
17066

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 9am - 12:30pm

Telephone

+18004949400

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