Who We Serve
We welcome the opportunity to provide you WELLth services no matter what life stage you are in. With only a $5,000 minimum investment, we help make investing accessible and affordable.
Pre-Retirees
- Individuals seeking retirement income strategies
- Account holders in need of consolidation
- Professionals seeking help with complex decisions (i.e. Social Security, retirement date, etc.)
- Savers who want a detailed financial game plan to help navigate the transition to retirement
Advancing Career Households
- Individuals and couples seeking the professional oversight of a Financial Advisor
- Families planning for multiple goals (retirement, education, etc.)
- Individuals going through a life change
Business Owners & Executives
- Sophisticated investors with complex portfolios and benefit scenarios
- Account holders in need of multiple investment strategies
- Investors seeking comprehensive financial solutions related to risk mitigation, tax optimization and estate planning
Young Savers
- Individuals saving toward a specific goal, retirement or otherwise
- Professionals pursuing investment opportunities complimentary to a workplace savings plan
- Retirement plan participants with distribution options
- Independent investors who seek the professional oversight of a Financial Advisor
* WELLth investment programs start with a $5k minimum.