Overview

OUR FIRM

WealthCare Investments & Insurance was founded by Mark Mercurio in 2011. The firm grew out of Employee Benefits Services, LLC, founded in 2002.

• Offering a full range of financial and investment products and services.
• Applying new concepts to traditional methods of investing.
• Providing a comprehensive approach to financial planning.

OUR INVESTMENT PHILOSOPHY

• In terms of functionality, we believe there are no bad investment products and services; however, there is bad investment advice.
• Every investment has a purpose. The key is choosing the correct investments that are in line with your investment objectives, matches your risk comfort level, and is suitable for your current financial situation.
• We always act in your best interest.

OUR MISSION

• Empowering families to create the financial destiny they desire by revolutionizing the way they spend, save, invest, and grow their money.
• Building and maintaining strong relationships with our clients in order to provide lasting value to them and their families.

We are looking for businesses that agree with our philosophy and want to merge or sell their practice in the Louisville area.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
April 17, 2018

Business Data

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