The WealthCare Center
3535 Executive Terminal Dr.
Suite 110
Henderson, NV 89052
Your Wealthcare Puzzle....The Pieces Finally Come Together
About Our Firm
The WealthCare Center was founded to provide you with the highly-advantaged services normally available to only the wealthiest individuals, couples and families - but also at reduced cost and with low account minimums.
The founders of The WealthCare Center share a vision similar to that embraced by the founders of Charles Schwab, Ford and Wal-Mart - who did not invent their respective industries - but rather made their products and services available to everyone at lower cost.
The WealthCare Center is revolutionizing the wealthcare industry in a similar fashion by providing you with the enhanced wealthcare services that can help you:
- Efficiently Reach Your Wealthcare Targets
Your dedicated team of experienced and credentialed wealthcare specialists will work collaboratively to help you achieve and maintain your wealthcare goals and objectives with reduced risk, tax and cost. Our fully customizable services are designed to meet your unique needs; not for you to meet our services.
- Receive Unbiased Advice
Our complete independence allows us to provide you with unbiased and objective advice allegiance only to you, not to a large institutional owner. We also outsource most of our services to 3rd party wealthcare providers, which helps eliminate any conflicts-of-interest, and allows us to "sit on the same side of the table" as you.
- Take Control Your of Your Financial Affairs
We will provide you with the professional guidance, education, services and tools necessary to help you make informed financial decisions and avoid making costly and oftentimes irreversible financial mistakes.
- Ensure Your Overall "Quality of Life" Needs Are Met
Our multi-dimensional holistic process covers all of your wealthcare needs. We care about both your financial and personal well-being.
- Receive the Most Value for Your Money
We offer multiple pricing options to help ensure that you are getting the best value for your money. We also provide you with full disclosure of all costs and fees, not just what is required. In addition, our advisory fees are capped, which offers tremendous savings for large accounts.
- Enjoy Peace of Mind
We are Fiduciaries and have a legal duty to always put your interests first. We also conduct extensive background checks on all members of the WealthCare Team to provide you with additional security and peace of mind.
- Stay Informed
Our advanced technology and internet connectivity offers you convenient access to us and your service providers, regardless of your geographic location or time. You also benefit from a private telephone number that bypasses the switchboard rules and connects you directly to your relationship manager 24/7.
- Obtain the "Best of Class" Wealthcare Professionals
Our Professional Referral Network (PRN) offers you access to pre-screened highly-qualified wealthcare professionals and service providers with preferential pricing and/or services.
- Expand Your Investment Options
We offer true Self-Directed Retirement Accounts with investment options normally unavailable at traditional firms, such as direct investments in real estate, businesses and precious metals.
- Choose the Custodian of Your Choice
You decide which custodian to hold your securities.(Minimum account values may apply)
- Help Others
5% of our annual profits are donated to charitable organizations chosen by our Corporate and Advisory Board members.
Director of Investment Services - Ray J. Shreder, CWM™, AIF®
Ray Shreder began his professional financial consulting career in 1984 and has held senior financial consulting positions with several of the financial industries most prestigious investment firms. In 2003, Ray founded Shreder Investment Consulting Group L.L.C. (SICG), an independent investment consulting firm. Ray has served as the featured financial columnist for the Las Vegas Sun newspaper, has produced several educational financial DVDs and has authored numerous published articles on investing. In 1991, he co-hosted "An Evening with Louis Rukeyser", the popular host of "Wall Street Week", and in 1998 and 1999 co-hosted the Las Vegas Investment and Financial Expo. (LIFExpo)
Ray received his Bachelor of Arts degree in Psychology from the State University of New York at Geneseo in 1978. He also attended H&R Block's Tax Course. Ray has supported numerous charitable organizations, including the Boys and Girls Clubs of America, Habitat for Humanity and the Multiple Sclerosis Society.
Mr. Shreder holds the following licenses and memberships:
Board Certified Chartered Wealth Manager® (CWM™) / American Academy of Financial Management
Investment Advisor Representative (Series 65)
Registered Investment Advisor (Series 63)
Life & Health Insurance
Senior Market Advisors Advisory Board
Guidant Financial Group™ Self-Directed IRA Affiliate
National Association of Investment Professionals
Association for Integrative Financial and Life Planning
Americans for Secure Retirement
Ray is currently enrolled in the Accredited Portfolio Management AdvisorSM (APMASM) program at the College for Financial Planning.
Ray has held the following certifications, licenses and memberships:
Certified Retirement Counselor® (CRC®) / Texas Tech University's International Foundation for Retirement Education
Accredited Investment Fiduciary® (AIF®) / University of Pittsburgh's Center for Fiduciary Studies - fi360
Registered Financial Consultant® (RFC®) / International Association of Registered Financial Consultants
Director of Financial Planning Service - Jacqueline Thornhill, CFP®, CDFA™
Jacqueline Thornhill is a CERTIFIED FINANCIAL PLANNER™ professional working in Las Vegas, Nevada for the last 17 years. In addition to serving a large client practice of several hundred, she has worked as a consultant, trainer and coach for new and experienced financial advisors in a 6 state southwest region. She coached the advisors on building successful practices and developing their skill sets in the areas of Financial Planning, Investment and Insurance Planning. She is a Certified Divorce Financial Analyst, CDFA™ helping divorcing couples with the financial impact of their money decisions on their futures as singles and single parents. She is also a Certified Paralegal to assist in the areas of estate and elder planning.
Ms. Thornhill is a Certified Sales Trainer and Personal Development Coach trained by the Anthony Robbins Companies and has conducted several weekend workshops and one on one coaching sessions. She serves on the Board of Directors for the Financial Planning Association Southern Nevada Chapter, and holds active membership in the Institute for Divorce Financial Analysts and the International Association of Collaborative Professionals. She has been recognized as a leader in her profession and as an active member of local charitable organizations such as the Rotary Club and a volunteer for the Andre Agassi Grand Slam for Children annual event. Jacqueline received a BA in Liberal Studies from Thomas Edison State College.
Jacqueline holds the following licenses and memberships:
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Divorce Financial Analyst, CDFA™
General Securities Representative (Series 7)
Uniformed Combined State Law Examination (Series 66)
Investment Advisor Representative (Series 65)
Registered Investment Advisor (Series 63)
General Securities Principal (Series 24)
Certified Paralegal
FINRA BrokerCheck Report
We look forward to speaking with you about your wealthcare needs!
**Past performance is not a guarantee of future results. A qualified professional should be consulted before making any tax, legal or financial decisions.
Please be aware that The WealthCare Center has a portfolio minimum of $250,000 to accept inquiries through this directory.
