Scarlott L. Cagle

Wealthcare Capital Management, Inc.

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $500,000

Minimum client income required: $200,000

Title: Financial Planner

Offering advice since: 1996

Areas of focus:

  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Scarlott L. Cagle:

2008 Atlanta Magazine Five Star Wealth Manager

Compensation and Fee Structures:

Fee Only Comprehensive Financial Planning and Portfolio Management

Licenses, Certifications & Affiliations:

Certified Financial Planner Practitioner
NAPFA-Registered Financial Advisor
Financial Planning Association Member


MS in Personal Financial Planning, Georgia State University, 1996;
BBA, University of West Georgia, 1991

Will provide references upon request?


Further information about Wealthcare Capital Management, Inc.:

(Size of firm: 10-49 advisors)

Wealthcare Capital Management, Inc. provides financial advisors and their clients with an end to end Wealth Management Solution, including:

* Goals-Based Financial Planning
* Cost and Tax-Efficient Portfolio Management
* Daily Account Review, Rebalancing, & Contribution/Withdrawal Management
* Quarterly Forward Looking Monitoring
* Fee-Billing

As a fee-only Registered Investment Adviser, we support advisors in delivering objective, life-relative financial advice. We pioneered the practice of goals-based wealth management and give clients confidence that their valued goals can be exceeded without exposure to unnecessary investment risk or lifestyle sacrifice. The patented Wealthcare System is a straightforward process that connects clients' lives with their investments. The result is a dynamic plan that is adaptable to changes in clients' lives as well as the market's inevitable up's and down's. Financial Advisors benefit from a streamlined process which enables more time to cultivate relationships with clients.

Contact Information for Scarlott L. Cagle

Phone: 404-414-0304
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Address for Scarlott L. Cagle:
P.O. Box 3837
Decatur, GA, 30031

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