Offering You Four Partner Divisions & Open Communication to Manage ALL Your Financial Interests
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Connecting the Pieces of Your Financial Future

Wealthcare Financial offers local representation for the Yuma area which encompasses financial planning, estate planning, insurance planning and tax planning under one umbrella giving our clients face-to-face consultation with tailored plans to address your family and commercial goals.



Charles Smith and Steve Schulte have joined Ameriprise, America's leader in financial planning. Thanks to you, the growth of our professional alliance, Wealthcare Financial, has been amazing.


August 5, 2014

Dear Valued Investor:

August is a time when many of us plan vacations with family and friends in order to reconnect. The recently released report on second quarter economic growth, as measured by gross domestic product (GDP), shows the U.S. economy is also taking the time to "reconnect" this summer, with the economy's underlying fundamental strength reconnecting with economic growth after weather-related weakness in the first quarter.

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