Brandy Nelson Weiberg

Chief Compliance Officer at Wealthcare Capital Management, Inc.

Brandy Nelson Weiberg

Brandy Nelson Weiberg

Chief Compliance Officer at Wealthcare Capital Management, Inc.

Biography

Brandy joined Wealthcare in May 2004. She has worked in numerous functions during her tenure including consulting with major institutional clients of the firm on technical aspects of the Wealthcare process, relationship management with corporate retirement plans and ERISA third party administrators, model portfolio design and research for college and university retirement plans, researching and designing trading systems and processes, performance measurement for client accounts, designing individual Wealthcare plans, as well as accounting, tax analysis and trade approvals. Most recently, she managed the Portfolio Trading & Operations group. Ms. Weiberg is currently Director of RIA Solutions, Advisor Services & Compliance Support. The responsibilities for her role include managing Advisor Onboarding and contributing to the development and enhancement of the firm’s proprietary Trading, Rebalancing and Compliance Monitoring System. She is also responsible for managing the launch of any new TAMP relationships.

Brandy earned a degree in Business Administration from the University of Mary Washington.

Overview
RelSci Relationships

43

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Chief Executive Officer & Chief Investment Officer at Wealthcare Capital Management, Inc.

Relationship likelihood: Strong

Former President at Lockwood Advisors, Inc.

Relationship likelihood: Strong

Former Chief Financial Officer at Wealthcare Capital Management, Inc.

Relationship likelihood: Strong

Senior Advisor at Wealthcare Capital Management, Inc.

Relationship likelihood: Strong

Founder at Howling Wolf Enterprises LLC

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General Partner at NewSpring Capital

Relationship likelihood: Strong

Managing Director, Business Development at Wealthcare Capital Management, Inc.

Relationship likelihood: Strong

Senior Vice President/Chief Technology Officer at Wealthcare Capital Management, Inc.

Relationship likelihood: Strong

Senior Vice President/Investment Consultant at Wealthcare Capital Management, Inc.

Relationship likelihood: Strong

Senior Vice President & Investment Manager at Wealthcare Capital Management, Inc.

Relationship likelihood: Average

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Brandy Nelson Weiberg
Chief Compliance Officer at Wealthcare Capital Management, Inc.
Career History
Chief Compliance Officer
2017 - Current

Wealthcare Capital Management created the the original goals-based investment methodology invented over 15 years ago and holds 12 patents on this proven financial planning process. The firm provides a full-suite of practice-management support services that offer advisors a means to achieve a fulfilling career, while giving investors an objective, personalized client experience. Wealthcare's process is backed by their industry-leading software, Financeware, which is used by more than 30,000 throughout the US. A majority of Wealthcare's clients' investments are held in ETFs that are benchmarked against: a broad-based domestic equity index; a broad-based foreign equity index; a US government securities index or other appropriate index; and money market fund(s). The typically recommended client target portfolio only requires three ETFs for a low cost, well diversified efficient portfolio. Those three ETFs, in turn, own approximately 3,000 to 5,500 underlying equity securities and 15 - 20 US government treasury securities. For benefit plan advisory services, indexed mutual funds are used instead of ETFs. On occasion, Wealthcare we may offer advice on mutual funds, securities traded over-the-counter, corporate debt securities, variable annuities, municipal securities and individual foreign and domestic equities. They do not make investment decisions based on short-term marketing timing and they discourage clients from investing in alternative investments, and other often less-liquid, high management cost investment structures. Wealthcare's sub-advisor, SightLine Investments, offers investment strategist services which may include strategic asset allocation models, tactical asset allocation models, absolute-return oriented models as well a multi-manager, multi-product and/or multi-strategy models for individual asset classes and/or for the total portfolio asset allocation. Investment models offered by SightLine may include other managers' models, mutual funds, ETFs, related securities and their derivatives.

Other Affiliations

Brandy Nelson Weiberg is affiliated with Wealthcare Capital Management, Inc.

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