Wealthcare Capital Management

10/14/2026

From insightful discussions and fresh perspectives to meaningful connections and a little Nashville fun, this year's conference was one to remember.

We hope everyone left feeling inspired, energized, and ready to bring new ideas back to their practices.

A heartfelt thank you to our sponsors for your continued partnership and support. Events like this wouldn't be possible without you.

And to our advisors, thank you for taking time away from your busy practices to learn, collaborate, and connect. You're at the heart of everything we do.

A special shoutout to the administrative professionals who joined us! We loved the energy and collaboration during your session and look forward to continuing those conversations.

Couldn't join us in Nashville? We've been sharing session recaps with our advisor community on Circle, including some incredible visual summaries created by Drew Dronovich of Bright Ink. 🎨 Watching Drew transform conversations, ideas, and key takeaways into artwork in real time was truly something special!

And believe it or not, we're already looking ahead to 2027!

Our theme, Charting the Course for Advisor Growth, wasn't just about a few days in Nashville. It's about the connections we build, the ideas we put into action, and the opportunities we continue to pursue together.

Here's to carrying that momentum into 2027 and continuing to chart the course for advisor growth!

10/07/2026

🏆 Celebrating Excellence at Wealthcare!

We were proud to recognize two very deserving members of the Wealthcare community at our Annual Conference in Nashville!

👏 Congratulations to John Simone, our 2026 Advisor of the Year! This recognition celebrates the commitment John brings to his clients, his practice, and the Wealthcare community.

🌟 And a huge congratulations to Jennifer Furey, the recipient of our very first Excellence in Advisor Support Award! This new award recognizes the incredible work happening behind the scenes to support advisors, clients, and practices every day—and Jen sets a very high bar.

While these are individual awards, we know great work is never done alone. John and Jen are both an important part of the team at Secure Planning Group, and these recognitions are also a reflection of the collaboration, dedication, and great work happening across the entire SPG team.

Congratulations, John, Jen, and the entire Secure Planning Group team! 🎉

09/30/2026

We’re getting ready for the Wealthcare Conference in Nashville, and we couldn’t do it without the incredible sponsors and partners supporting this year’s event!

A huge thank you to:

Invesco • Alpha Architect • Midland Advisory • BlackRock • Bitwise • Customers Bank • Independent Trust Company • SAVE • AdRem Systems • CIM • Sammons Retirement Solutions • StepStone • CBS Brokerage • Charles Schwab • Encorestate Plans • Dimensional • Pontera • Morgan Stanley

We’re looking forward to a few days of great conversations, new ideas, networking, and plenty of Nashville fun with our advisors and partners.
Thank you for being part of the Wealthcare community.

See you in Nashville!

09/22/2026

We're kicking off the Nashville conference on Friday, October 1st with five investment-focused sessions designed to bring new ideas, strategies, and conversations back to your practice.

- Investments 2.0: The Post-Post-War World

- Advanced Tax Strategies

- Lifelong Income

- Lending & Borrowing Strategies

- Crypto in Plain English

And we couldn’t do it without our incredible sponsors—Invesco, Alpha Architect, Midland Advisory for Financial Advisors, Bitwise Asset Management, BlackRock, Pacer ETFs, CIM Group, Morgan Stanley Investment Management, Eaton Vance, and Customers Bank—who are joining us to share their expertise and bring timely ideas, new strategies, and practical education to our advisors. A huge thank you to all of them for helping make these sessions possible!

09/18/2026

We have a great few days planned—new ideas, practical takeaways, advisor conversations, dedicated time for our administrative teams, and plenty of opportunities to connect with the Wealthcare team and our partners. And, of course, it wouldn’t be Nashville without a little fun along the way. 🤠🎶

Our goal? Ask questions. Share what’s working. Meet someone new. Bring a real challenge. And leave with a Monday-morning plan.

If you’re a Wealthcare advisor who hasn’t registered and you’re suddenly having a little FOMO 👀, reach out. I’m pretty sure we can still find room for you!

Nashville is calling. See you soon! 🎸

09/17/2026

As RIA M&A continues to grow, so does the menu of ways firms can finance a transaction.

Wealthcare President Matt Regan shares his perspective on why the type of capital behind the buyer matters in a new Financial Planning. Toby Salinger breaks down eight financing options available to RIA acquirers, from traditional bank lending and SBA loans to private credit, minority investments and strategic partnerships.

Since Sammons Financial Group acquired Wealthcare, its permanent-capital structure has given Wealthcare the ability to approach M&A with a long-term view. As Matt explains, that can be a meaningful differentiator for advisors considering who they want to partner with for the long haul.

The financing options available to RIAs may be expanding, but the bigger question for owners is what they want that capital to help them accomplish, and whether the structure behind it supports those goals.

Read the full article: https://bit.ly/46tJFve

09/15/2026

We’re proud to share that Wealthcare has been named to Barron’s Top 100 RIAs list for the seventh consecutive year, ranking #57 in 2026.

Seven years on this list is something we’re incredibly proud of, and it wouldn’t be possible without the advisors, team members, clients, and partners who continue to grow with us.

Thank you for being part of the journey. We’re excited to keep building on the momentum.

View the full list here https://bit.ly/4gT9PgW

09/10/2026

Thank you Ali Hibbs and AdvisorHub for covering our latest partnership with IAM Advisory!

The piece dives into how Wealthcare's flexible affiliation approach, from hybrid and fee-only 1099 to W-2 and acquisition models, is giving industry experts like Joseph Parsons and Holly Parsons Jinks room to grow on their own terms while gaining the backing of a $10 billion RIA.

As Matt Regan, President of Wealthcare, put it: our goal isn't just to get bigger. It's to build a better platform for advisors.

Check out the full article: https://bit.ly/4ytWWjj

Wealthcare has bought a portion of the group’s revenue as part of the move.

09/09/2026

We're excited to welcome IAM Advisory to the Wealthcare community!

Led by a father-daughter team, Joseph Parsons, CFP®, and Holly Parsons Jinks, IAM Advisory brings eight advisors, five operations staff, and $550 million in AUM to our growing platform, while retaining their own brand and independence through our Flexible Affiliation Models.

This partnership is a great example of what we're building at Wealthcare: not just scale, but choice. Advisors shouldn't have to sacrifice their identity to access better technology, resources, and support.

Read the full announcement:

/PRNewswire/ -- Wealthcare Advisory Partners LLC (Wealthcare), a technology-enabled RIA supporting independent financial advisors, today announced that IAM...

08/27/2026

What does it take to build a financial relationship with the next generation before significant wealth enters the picture? Intern Wilson Hagen shares what working with college athletes taught him about earning trust early—and why human connection will remain essential as financial advice evolves.

"One of the biggest things my internship has taught me is that financial advice often begins long before someone has significant assets to invest.

At Miller Financial Group, I have helped develop an initiative focused on supporting college athletes and their families as they navigate NIL income, taxes, business decisions, and the transition into life after sports. Much of my work has involved researching the challenges athletes face, building educational tools, meeting with athletes, and thinking about how an advisory firm can earn trust with younger clients before a traditional wealth-management relationship even exists.

This experience has changed how I view the financial services industry. The best advisors are not simply managing portfolios. They are helping people understand complicated decisions, bringing the right professionals into the conversation, and building relationships that can last through many different stages of life.

I believe the next generation of advisors will need to combine financial knowledge with communication skills, creativity, emotional intelligence, and an understanding of technology. Younger clients expect information to be accessible, personalized, and easy to understand. At the same time, technology and AI cannot replace the trust that comes from being present and genuinely invested in someone’s future.

That combination of innovation and human connection is what excites me most about the future of financial advice."