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“Roger West did an outstanding job in helping Wealthcare rebrand itself by blending both software and advisory businesses with unique, yet associated logo systems and then transposing our new identity package to the web and other collateral. Throughout the process, Roger West delivered their work on time and within budget.”​​

Michael Ashker, CEO of Wealthcare Capital Management

The Website Refresh

Rebranding Wealthcare was just the tip of the iceberg. The Roger West team also created a custom website using the company’s content management system, WordPress. The new website not only features a branded responsive design and several custom layouts, but it also includes a variety of technology features that make it easy for the Wealthcare marketing team to manage and update content.

For example, Roger West built a custom resources section that allows Wealthcare to publish content on a regular basis, which helps to position them as a thought-leader in their industry, as well as provide valuable resources to their advisors.

About Wealthcare Capital Management

Wealthcare Capital Management is the creator of the original goals-based investment methodology invented more than 15 years ago and holds 12 patents on this proven financial planning process. Driven by the belief that both advisors and investors deserve a better way to achieve their life dreams, Wealthcare Capital Management provides a full-suite of practice-management support services that empower advisors to achieve a fulfilling career, while giving investors an objective, personalized client experience. The Wealthcare team backs the entire process by our industry-leading software, Financeware, which more than 30,000 advisors use nationwide.

3111 W Doctor M.L.K. Jr Blvd LakePointe Two | Suite #360, Tampa, FL 33607