Wealthcare Capital Management

06/02/2026

A consistent client experience and a strong succession plan aren’t just goals; they’re essential for a thriving practice. John Simone talks with Matt Regan about building repeatable processes and how Wealthcare’s succession support is helping strengthen the future of Secure Planning Group.

Watch the full interview here https://bit.ly/4cBKuVl

05/21/2026

Most M&A conversations in wealth management focus on valuation, deal structure, and growth potential. But the emotional side of selling a practice is rarely discussed, even though it's one of the biggest factors in a successful transition.

In his latest article for Wealth Solutions Report, Wealthcare President, Matt Regan, explores the personal realities many advisors face during M&A, from identity loss and client guilt to redefining purpose after the transaction closes.

As Matt shares, the advisors who navigate transitions most successfully are often the ones running toward something meaningful next instead of running away from burnout or operational pressure.

For advisors considering succession, partnership, or long-term growth planning, this is an important conversation for our industry.

Read Matt's article in Wealth Solutions Report: https://bit.ly/4tNM0u2

M&A Evokes Issues Of Identity, Client Care, Control Vs. Freedom, Life After The Sale And Personal Clarity.

05/20/2026

What does it look like when an advisor has the freedom to focus fully on clients? John Simone explains how Wealthcare’s compliance, portfolio management, and back-office support streamline his work and help fuel his firm’s growth.

Watch the full interview here https://bit.ly/4cBKuVl

05/07/2026

Exceptional planning starts with understanding what clients truly need. John Simone joins Matt Regan to discuss why setting clear, long-term expectations is a cornerstone of his process and how it strengthens every client relationship.

Watch the full interview here https://bit.ly/4cBKuVl

05/04/2026

M&A conversations aren’t always about valuations and cash outs. Many times, the first sparks of the idea are far more personal.

In his latest article, Matt Regan outlines five clear signs it may be time to start thinking more seriously about mergers and acquisitions, from growth plateaus to succession uncertainty and shifting client demands.

For advisors, recognizing these moments early helps create optionality, protects your clients, and positions your business for what’s next.

At Wealthcare, we believe the best transitions are intentional, not reactive.

If any of these signs resonate, it may be time to start the conversation.

Read the full article here: https://www.thinkadvisor.com/2026/04/21/5-signs-its-time-to-start-thinking-about-ma/

The advisors who navigate the process well don't wait until they're exhausted or forced into a decision.

04/22/2026

With more than 30 years in the industry, John Simone has seen it all, so why did he choose independence with Wealthcare? In this Advisor Spotlight Video, he shares the career journey that shaped his philosophy and the reason he knew this path was right for his clients.

Watch the full interview here https://bit.ly/4cBKuVl

04/09/2026

🎶 We’re hitting the high notes in Nashville! 🎶

Known for their evidence-based, rules-driven approach, Alpha Architect is a strong fit for this year’s Hitting the High Notes theme—helping advisors navigate complexity and with discipline, transparency, and thoughtful portfolio design.

Join us as we turn up the volume on learning, collaboration, and connection. 🎸

More to come—this lineup is just getting started.

04/07/2026

How does Wealthcare help the team at Miller Financial Group spend more meaningful time with clients? Elizabeth Craddock breaks it down, sharing how back- and middle-office support frees her team to focus on what matters most: delivering an exceptional client experience.

Watch the full video here https://bit.ly/4ulfuRF.

03/31/2026

Heading to RIA Edge Nashville this year?

Wealthcare’s President, Matt Regan, will be there and speaking on a panel exploring alternatives to private equity in the wealth management industry.

As consolidation accelerates and PE-backed deals dominate headlines, more advisors are asking an important question: What other paths to growth and independence exist?

Matt will be sharing perspectives on how firms can scale, innovate, and remain aligned with advisors' and clients' interests, without relying solely on private equity.

If you’re attending, let us know in the comments or send us a message. We’d love to see you in Nashville. Let’s connect while you’re there!

03/24/2026

What convinced Miller Financial Group to join Wealthcare? In this clip, Jim Miller and Elizabeth Craddock reveal the turning points behind their decision and why the right people, tools, and resources made all the difference.

Watch the full video here https://bit.ly/4ulfuRF.