WealthcareGDX®

Innovator of GDX360 platform. Creating great experiences via Comfort Zone. Believes its goals first, then investments. Disclosures:

[WealthcareGDX® @WealthcareWay]

We're thrilled to announce that we've made it onto @AdvisorHub's 100 RIAs to Watch list!

Thank you to our CEO, @Matt Regan, for his leadership, and congratulations to the Wealthcare team for their dedication and hard work!

https://t.co/vkf93guLVG

[WealthcareGDX® @WealthcareWay]

RIAs are racing to keep up with emerging #tech and #financialadvisor expectations. How can they master this balancing act? Get more tips on staying up to date with #technology with @Matt and @Chris Latham here: https://t.co/sQ7FrExeqw

[WealthcareGDX® @WealthcareWay]

Exciting news! @Matt Regan is a finalist in the #Wealthies Individual RIA Firm Leader #CEO of the Year. Thank you, @WealthManagement.com, for recognizing Matt's #leadership in spearheading Wealthcare's mission, and congratulations to all the finalists! https://t.co/8d8Q1jHK19

[WealthcareGDX® @WealthcareWay]

Regulatory #compliance is getting more complex. Discover how Wealthcare delivers #compliancemanagemenet services, shared by @Matt Regan in an enlightening @InvestmentNews article. Many thanks to @Jeff Benjamin for the chance to contribute. https://t.co/UcZbWXudO4

[WealthcareGDX® @WealthcareWay]

With so much talk about the #debtceiling, does the average investor know what it is and why it is important? Our Investment Consulting Group addresses this topic and tells why disciplined and diversified investing helps weather potential market volatility. https://t.co/YdcMIJtsAP

[WealthcareGDX® @WealthcareWay]

How can #financialadvisors navigate client fear during #layoffs and a looming #recession? Meeting with them in person, recommends @Todd Scorzafava of Wealthscorz Financial Group. Read more of his insights here: https://t.co/eZvAAGsT27

[WealthcareGDX® @WealthcareWay]

Our president, @Matt Regan, joins host Shannon Hicks with @HECMWorld podcast and the OneTrust Home Loans team as they discuss the misconceptions, possibilities, and potential of reverse mortgages. https://t.co/MueSXDF86g

[WealthcareGDX® @WealthcareWay]

Big news! Our patented GDX360 and Comfort Zone platform has been shortlisted for an #FTFaward for Best Disruptive Solution, and now, it's up to you! Please visit the website and cast your vote for us here: https://t.co/Oe6hEhXNj0

#wealthmanagement #f

[WealthcareGDX® @WealthcareWay]

With the turmoil in the banking industry, Wealthcare for Women's @Russ Thornton, shared his advice for clients with @Ben Mattlin of @FA-Magazine. Read the whole article here: https://t.co/BPREeo8NT6

#financialadvisors #wealthmanagement #financialserv https://t.co/W27Pyutskm

[WealthcareGDX® @WealthcareWay]

In honor of International Women’s Day and National Women’s Month, Wealthcare salutes all our female advisors and staff who stand up every day and are valued and counted.

Be Brave, Be Strong, Be Fearless…..You are Never Alone! #wealthcarewoman

[WealthcareGDX® @WealthcareWay]

Different spending, saving, and #investing habits can cause arguments among couples. Wealthcare advisor @John Fiorito describes how he handles these difficult discussions in @Ben Mattlin's article in @Financial Advisor Magazine. https://t.co/WUjE2vLbSu https://t.co/iVcMDuI5gd

[WealthcareGDX® @WealthcareWay]

We welcome the team at @Sommers Financial Management (SFM) to the Wealthcare family. SFM utilizes Wealthcare's services to relinquish non-client-facing tasks allowing the team time to develop long-term relationships with their clients.

[WealthcareGDX® @WealthcareWay]

2022 was a busy year for us - and we were just getting started! Last year's momentum is fueling 2023's #growth strategy as we expand through #acquisitions, welcome new #financialadvisors, and elevate our GDX360 platform. https://t.co/RvcuofdXjB https://t.co/xvdnCrdi2W

[WealthcareGDX® @WealthcareWay]

@Matt Regan weighed in on @FocusFinancial Partners' announcement to go private during a chat with @Tobias Salinger at @finplan Magazine. Read Matt's comments here https://t.co/merytM18Lm

[WealthcareGDX® @WealthcareWay]

John is a financial advisor based in New York City, with 20 years of experience in the financial industry. He specializes in aiding clients during a life transition, including inheritance, divorce, and the death of a loved one. https://t.co/LWHZyDimaD

[WealthcareGDX® @WealthcareWay]

Our good news is spreading! Our recent #acquisition of @Sommers Financial is covered in @Financial Advisor and features our President @Matt Regan's statement about our exciting expansion. Read here https://t.co/WCRsGBynNJ : https://t.co/lEggUkhAA5

[WealthcareGDX® @WealthcareWay]

We're excited to announce that @Sommers Financial is joining Wealthcare! https://t.co/vShbHwjYgB

[WealthcareGDX® @WealthcareWay]

Artificial intelligence is everywhere, including #wealthmanagement technology. Here at Wealthcare, we consider investments in our proprietary technology platform to be as important as investments. Read more here: https://t.co/WpwXHjX8dW https://t.co/0C2hW6JFXZ

[WealthcareGDX® @WealthcareWay]

We're ecstatic to share that we're a Practice Management Platform of the Year winner for the @Wealth Solutions Report Wealth Exemplar Awards! https://t.co/AQYAYEXwhV