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Wealthcare Advisory Partners
Wealthcare Advisory Partners was established in 1988. Matthew T. Regan serves as President and CEO. The firm manages assets linked to a noncontributory...
Wealthcare Advisory Partners
Wealthcare Advisory Partners was established in 1988. Matthew T. Regan serves as President and CEO. The firm manages assets linked to a noncontributory defined-benefit plan. The portfolio allocates 53 percent to private equity. Holdings include Bluerock Private Real Estate Fund and multiple bitcoin and ethereum trusts. Public positions feature SPDR S&P 500 ETF Trust and iShares 0-5 Year TIPS Bond ETF. Exposure covers North America and select digital asset networks. The firm maintains 100 percent ownership of Crowley Wealth Management and Eagle Financial Management Services. It was acquired by Sammons Financial Group in July 2025 after a decade under NewSpring Holdings. Additional offices are not disclosed. Wealthcare operates as the dedicated manager for a single corporate pension plan. Governance flows through Financeware LLC as the parent holding company. Service relationships include LPL Financial and Charles Schwab as custodians.
General information
Firm type
Pension Fund
Year founded
1988
Location
Region
North America
Country
United States
City
West Chester
Corporate office
235 East 45th Street, New York, NY, United States
Principals
Matthew T. Regan
President and CEO
Ronald E. Madey
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Wealthcare Advisory Partners?
Matthew T. Regan serves as President and CEO. Ronald E. Madey acts as Chief Investment Officer.
What asset classes does Wealthcare Advisory Partners hold?
Allocations include private equity at 53 percent, public equities via ETFs, private real estate, and cryptocurrency trusts.
How is Wealthcare Advisory Partners structured relative to its parent?
It sits under Financeware LLC and was acquired by Sammons Financial Group in July 2025.
Does Wealthcare Advisory Partners make direct investments?
The firm holds direct ownership of two operating businesses and minority stakes in real estate and digital asset vehicles.
Where does the capital originate?
Assets support a defined-benefit retirement plan for eligible employees of A&E Television Networks.
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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