We, the partners of MK-Wealth, have worked for 25 years providing investment and planning services. We have engaged Wealthcare Capital Management to provide RIA services including compliance oversight, custodial relationship management, operations services, trading, investment management, and financial planning technology.

What makes Wealthcare Unique? Their breakthrough patented financial planning platform, GDX360®, has been utilized by many of the country’s largest financial institutions because of its value in helping people achieve their lifetime goals. Since then, they’ve developed a patented advising approach to increase investor confidence and comfort. From an investment perspective, portfolio seeks to maximize compensation for bearing risk combined with an acute focus on reducing investment fees and taxes.

What makes an RIA different from other ways to receive advice? Registered Investment Advisors are held to a fiduciary standard of care. By law, they must ensure that each investment recommendation they make is based on your best interest. In the event that a conflict of interest should arise, RIAs are required to let you know. Additionally, they are required to have a written code of ethics that governs their actions and fully disclose how they are compensated. We conduct ourselves as fiduciaries and always place client interests first.

We do not hold or take custody of client assets. Your assets are held at your choice of custodian. Our preferred custodians for our clients are Charles Schwab or Fidelity, due to their commitment to quality service.

Both Wealthcare Capital Management and MK-Wealth are fully independent, ensuring that we are unbiased and objective in delivering advice to you. We are not compensated in any way by our custodians. Our only interest is your interest.