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About Us

We Are Redefining Retirement as The Most Meaningful Chapter of Life.

Our Calling

Albert Wu has worked in the financial services industry for 22 years. He founded Vocare Wealth Advisors after experiencing firsthand the limitations of the traditional financial services industry. Early in his career, Albert was told by management that he could not act as a fiduciary. He could not provide tax planning. He could not give estate planning advice. He could not give comprehensive financial advice. His role, he was instructed, was to focus on investments—nothing more. But Albert believed clients deserved better. Despite early success in his role, he began asking uncomfortable questions.
  • Where was the recognition for designing truly comprehensive plans that put clients’ interests first?
  • For helping families reduce taxes and navigate estate decisions?
  • For acting relentlessly in the client’s best interest?
  • And for coaching people through life-changing financial decisions so they could move forward with clarity and confidence?
Those questions became the foundation for Vocare Wealth Advisors. Albert created Vocare with a simple but demanding standard: if a client is paying an ongoing fee based on assets under management per year, the value they receive must extend far beyond traditional investment management. At Vocare, the team is financial planners first, acting as fiduciaries when providing planning services. Every day, they proactively guide clients on taxes, healthcare decisions, retirement income planning, and estate planning—areas that often have a greater impact on long-term outcomes than market performance alone. They remain deeply committed to staying current on tax law changes, financial planning frameworks, and best practices, continuously sharpening their expertise, knowing they must earn the right to work with clients year after year. Vocare believes trust is not given—it is earned daily. Rather than looking through the rearview mirror, the firm looks forward. The team helps clients navigate the many irreversible decisions in retirement, through the Vocare Irreversible Decisions Framework™, including Social Security claiming strategies, Roth conversions, pension and annuity elections, housing and mortgage decisions, and investment decisions during volatile markets. To further support this forward-looking approach, Vocare developed the Vocare Tax Valley GPS™ — a process designed to identify and mitigate the often-overlooked costs that can quietly erode retirement outcomes. These include Required Minimum Distributions, Medicare premium surcharges (IRMAA), tax credit and deduction phaseouts, Social Security taxation, inheritance tax traps, and the frequently underestimated costs of probate and estate administration. Vocare Wealth Advisors exists to do what Albert believed financial planning should have always been about: putting thoughtful, financial planning at the center of every decision—so clients can retire with clarity, confidence, and purpose.

Vocare Values

Serve Like Family

We lead with care and treat every client as if they were our own loved one.

Own The Outcome

We take full responsibility for the client experience, and we never pass the buck.

Pursue Excellence

We never stop learning, improving, or growing—because our clients deserve the best.

Lead With Integrity

We always do the right thing, even when no one is watching.

Be A Team Player

No egos, no silos—just a team working in unison to serve clients well.

Meet Our Team

Albert Wu

CERTIFIED FINANCIAL PLANNER®

Holden Varvel

CERTIFIED FINANCIAL PLANNER®

Shannon Wilson

Client Relationship Manager

Lindsey Sullivan

Practice Coordinator

Beka Conner

EVENTS COORDINATOR
Retire
With Purpose.
With A Plan.

Every great story needs a strong next chapter. Let’s start writing yours together.

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Any opinions are those of Albert Wu and not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or a loss regardless of strategy selected. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.