This story is part of Cidewalk’s series of “Stories Behind a Business” featuring the untold side of businesses from all over the world. What’s Your Story? Share it here.
“Our mission is to make high-value wealthcare services available to everyone.”
Our mission is to make high-value wealthcare services available to everyone.
WealthCare Connect is a free online social networking community and resource center designed to democratize wealthcare services via interactive educational programming, intuitive DIY tools and robust multimedia engagement services.
I have been in the financial consulting business since 1984 and was troubled that many people did not reach their financial goals, regardless of their financial situation, because they were unaware of the services that could help them, or they could not utilize the services because of high costs or minimums.
But with today’s efficient technologies coupled with the vast reach of the internet, we are able to provide a platform that offers members the interactive education, intuitive tools and direct engagements to wealthcare professionals and service providers necessary to become financially empowered.
Ironically, the advanced technology that made it possible for us to build our business, is also our biggest challenge. To provide members with the best services – we must constantly upgrade the technology that runs the services.
As pioneers in this space – we made mistakes in the beginning. But what we learned from each mistake allowed us to create something better.
We are also self-financed – which required a lot of elbow grease to get things done. But that forced us to fully understand how everything works – and gave us much pride.
Most of the services on WealthCare Connect are free. We want to make a difference in many people’s lives.
We also offer direct access to services from third parties at group-level economies-of-scale pricing.
0 Comments