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Wealth Partners Capital Group
Wealth Partners Capital Group, operating publicly under the trade name Wealthcare Management Services, is a Michigan-based registered investment advisory...
Wealth Partners Capital Group
Wealth Partners Capital Group, operating publicly under the trade name Wealthcare Management Services, is a Michigan-based registered investment advisory practice with a physical presence in Bloomfield Hills and a Palm Beach office. The firm's structure is that of an advisory services business rather than a single-family office — its website centers client access around financial planning calculators, retirement projections, estate analysis, and insurance assessments, positioning it squarely in the wealth management channel without any disclosed institutional family office mandate. The firm's service delivery spans retirement planning, estate strategy, tax considerations, and investment portfolio construction, targeted at individuals and families via a process-oriented advisory model. Its Bloomfield Hills office on Woodward Avenue serves as the primary operating hub, with the Palm Beach address providing a secondary relationship management location. No specific asset-class allocations, portfolio companies, or direct investment structures are publicly disclosed. The firm maintains its advisory footprint across two offices — Bloomfield Hills, Michigan and Palm Beach, Florida — with Jennifer Merian listed as a primary contact point for client inquiries. No data is available on total professionals, deployment volumes, or aggregated client assets. The firm's registered website domain (wealthcarewms.com) is distinct from the company's legal name (Wealth Partners Capital Group), a duality that may reflect deliberate separation between the operating entity and the corporate registrant, though no regulatory disclosures or Form ADV filings have been reviewed to confirm this structure. The operational architecture — combining an RIA operating under a market-facing trade name with a separate corporate entity — represents a common compliance and branding structure in the independent wealth advisory channel. Without published AUM figures, fund structures, or named portfolio exposures, the firm's structural differentiator lies in its dual-office, multi-state advisory footprint serving a client base that its tools characterize as engaged in retirement, estate, and tax planning simultaneously.
General information
Firm type
Asset Manager
Year founded
2020
Location
Region
North America
Country
United States
City
Bloomfield Hills
Corporate office
42714 Woodward Ave, Bloomfield Hills, MI 48304, United States
Additional offices
Palm Beach, FL, United States
Frequently asked questions
Where does Wealth Partners Capital Group maintain offices?
The primary operating office is located at 42714 Woodward Avenue in Bloomfield Hills, Michigan. A secondary office is registered in Palm Beach, Florida. Both locations operate under the Wealthcare Management Services trade name, with the Bloomfield Hills office handling client inquiries during business hours, Monday through Friday.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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