Preventative Wealth Care® (PWC) is based on the same premise as preventative health care in that it’s far wiser—indeed, more effective—to prevent problems rather than treat them. Equally important is a forensic approach to risk management, through a focus on non-correlated portfolio construction and exposure to proper asset classes, sectors, and markets. When creating PWC, which mimics its predecessor, preventative health care, we developed a simple and painless 3-step process for investors to ASSESS, ADDRESS, and IMPLEMENT a clear and purposeful wealth care strategy. Being proactive versus reactive can be key to maintaining your financial health. The objective is to enjoy gains when they occur and still enjoy sleep when they don’t.

Preventative Wealth Care® (PWC) is based on the same premise as preventative health care in that it’s far wiser—indeed, more effective—to prevent problems rather than treat them. Equally important is a forensic approach to risk management, through a focus on non-correlated portfolio construction and exposure to proper asset classes, sectors, and markets. When creating PWC, which mimics its predecessor, preventative health care, we developed a simple and painless 3-step process for investors to ASSESS, ADDRESS, and IMPLEMENT a clear and purposeful wealth care strategy. Being proactive versus reactive can be key to maintaining your financial health. The objective is to enjoy gains when they occur and still enjoy sleep when they don’t.

With this book, we introduce you to a unique, original and modern-day investment approach. We call it Preventative Wealth Care® or Preventive Wealth Care®. While the words, preventative and preventive, are used interchangeably in the healthcare industry, we use preventative or simply PWC in most of our wealth care applications.

Preventative Wealth Care® is the creation of Dale Creed Francis and Ryan Vincent and encompasses the culmination of their decades of experience in and around the financial markets and industry. A few years ago, while preparing for an episode of their long-running show, Financial Fortitude, Mr. Francis had a bit of a revelation regarding the close parallels and similarities between preventative healthcare and what has now become Preventative Wealth Care®.

The philosophy is clear and based on the same premise as preventative healthcare whereas it’s better to prevent rather than treat. NO ONE had clearly and concisely applied that philosophy to the financial industry. As its name implies, it’s a concept intended to help prevent financial problems before they occur, not to scramble for a solution after they occur. Scrambling is reactive; Preventative Wealth Care® is proactive.

“An ounce of prevention is worth a pound of cure!”

– Benjamin Franklin

With modern-day approaches, physicians and patients now witness better outcomes through proactive, preventive tactics. Financial Professionals and investors can apply the same logic to investment portfolios. Prevention of problems translates into avoidance of symptoms.

This book provides an in-depth analysis of PWC, as well as an overview of its core principles and key elements.