Our process is not about investment products or market predictions. It's about guiding you toward reaching your goals and dreams, while prioritizing what your family values most.
I am here to help.
I am here to help guide your family toward your financial and life goals, even if they may seem nebulous today.
Everyone has a unique life story. Everyone has a unique set of life goals and prioritizes them differently. Your goals may include: retirement, career change, child’s education, maintaining independent living and good health, buying a second home, travel, philanthropy, or simply spending more time with family.
If you are searching for financial ‘performance’, economic reporting, or stock market predictions then I am not the advisor for you. However, if you are seeking a deliberate, objective financial planning and investment process to help you explore and plan for your future then please read on.
The financial industry is filled with misleading information and dubious sales practices. At Wealthcare, we have intentionally departed from industry norms. I believe that you safely reaching your most important goals is the only thing that really matters.
I am Jim Mirenda, a CERTIFIED FINANCIAL PLANNER™ professional located in East Dorset, Vermont. I serve clients near Manchester, Vermont; Burlington, Vermont; Albany, New York; and throughout New England.
Since 2012 I have been honored to be part of Wealthcare Capital Management LLC, based in Richmond, Virginia. Nearly two decades ago Wealthcare pioneered ‘goals-based’ financial planning software. We provide objective financial planning and investment management designed to help clients confidently achieve their financial and life goals.
Jim Mirenda, CFP®
Wealthcare Capital Management LLC
© 2019 Wealthcare Capital Management LLC – All rights reserved.
Jim Mirenda, CFP®
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