The WealthKare Investment Center™ — fiduciary retirement & wealth planning for retirees and near retirees. Serving clients nationwide from our Pennsylvania & Florida offices.
Fee-based financial planning and investment advisory services are offered through WealthKare.com, Inc., a fiduciary firm registered with the U.S. Securities and Exchange Commission. Insurance-related consulting and products are offered through American Assets Financial Corp. WealthKare.com, Inc. and American Assets Financial Corp. are affiliated entities. AnnuityDataPRO™ is a research and analysis service; WealthKare provides research only, and any specific recommendation or implementation occurs through a properly licensed entity other than WealthKare, subject to product availability and individual suitability. Any reference to “tax-free” pertains only to federal income tax treatment; state, local, or specialized taxes may apply, and the impact of taxes varies by individual and should be reviewed with a qualified professional before taking action. WealthKare is not affiliated with the Internal Revenue Service or the Social Security Administration. This site is educational and is not investment, tax, or legal advice. © 2026 WealthKare.com, Inc. All rights reserved.
