Are you on track for retirement?

The question isn’t at what age to retire, it’s what income.

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Our Mission

WealthKare Investment Center

Our mission is to provide the families and businesses we serve with innovated financial strategies, solutions and planning that can result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at WealthKare Investment Center.

What Would Your Money Add Up To?

Meet Bruce Smith

Bruce J. Smith III, President and Founder

Bruce Smith has spent over 30 years as a professional consultant focused on simple goal- exploring opportunities that could add thousands of dollars in additional retirement benefits for his clients. Today, that task seems easier than ever because millions of Americans* have poorly constructed retirement portfolios that are not designed to maximize retirement benefits. The problem affects people of all ages and all demographic levels. Nobody is immune, not even the most educated and seasoned financial professional.

Bruce created the Get MORE Retirement® program (and authored the program’s 167 page Workbook Guide) to help retirees, soon to be retirees and his fellow advisors, to identify opportunities that may have been overlooked or ignored in the original retirement planning process. The program is comprehensive, easy to understand and requires only common sense and simple math skills. When suitable, it could produce an upgrade that results in Less Fees, Less Risk and More Money for retirement.

Bruce has been profiled in many financial publications and websites including Forbes, Fortune, Money and Bloomberg Business magazines. Bruce has been a leading financial advisor as seen in Forbes magazine 2011-2015.

*June Unemployment Report for Workers Over 55, Published: July 8, 2016, Economicpolicyresearch.org

For more information, contact Bruce Smith at 888-888-5601 or visit www.GetMoreRetirement.com.

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What We Do


Tune into The Get MORE Retirement® Radio program daily at 8:55 AM and on weekends at 11:00 AM on Saturdays and Sundays on WRSC Newsradio 1390 in State College, PA.

Retirement Manual

We wrote the book on How to MAXIMIZE Your Lifetime Retirement Benefits!


We hold educational seminars for relevant topics such as Social Security Maximization, Legacy Planning and more. Inquire today!

Are You Retirement Educated?

Get MORE Retirement® Radio Program

The Get MORE Retirement® Radio program can be heard daily at 8:55 AM and on weekends at 11:00 AM on Saturdays and Sundays on WRSC Newsradio 1390 in State College, PA.

Our Services

Retirement Planning

Financial Solutions

Investment Management

Income Planning

Social Security Maximization

Empowering Veterans

Long-Term Care

Empowering Women

Legacy Planning

Our Retirement Manual

10 Simple Steps For Maximizing Your Retirement Benefits

We wrote the book on How to MAXIMIZE Your Lifetime Retirement Benefits!

Finally – a comprehensive yet simple guide designed to teach you how to ask the right questions that could unlock thousands of dollars in additional benefits from your retirement and investment accounts. The steps in this workbook could help you uncover opportunities that were previously overlooked or ignored in your retirement planning. By asking the right questions (outlined in the book), you can become a more informed consumer with a clearer, deeper understanding of the possible benefits and drawbacks of your planning.

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Our Upcoming Seminars

If you could increase your lifetime retirement benefits by $10,000 or more, would you want to know how?™ RESERVE YOUR SEATS NOW!

or call us toll free at 888-888-5901

The Window Into Your Financial World

Keeping Your Financial Information Organized, Safe, and Secure

When it comes to personal finances, those who know what they have fare better than those who don’t.  We can help you see everything you own in one place- a private and secure location where your data is consolidated into one clear picture of you.  Your personalized website makes getting organized simple.

Our comprehensive security measures include password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more. You can be confident that your important information is safe and secure.

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Meet Our Team

Monica Smith

Bruce Smith IV

Chris Heaster

Tony Brong

Cinnamon Colony-Chatman

Keeping It Simple

We Understand

Our Locations

Main Office

WealthKare Investment Center- Main Office
11898 Arrowhead Way
Mount Union, PA 17066

T: 800-494-9400
P: 814-542-5433
F: 814-542-3308


WealthKare Investment Center- Middletown
4000 Vine Street, Suite 103
Middletown, PA 17057


State College

WealthKare Investment Center- State College
1402 South Atherton Street, Suite 104
State College, PA 16801