Wealth Health is a Fee-Only Registered Investment Advisor that provides its clients with Integrated Wealth Management. Designed to simplify the complex and daunting challenges of managing your personal finances, we offer affluent and high net worth individuals a solution to coordinating financial management among multiple advisors. Wealth Health enables you to centralize financial planning and wealth management at one highly focused, objective and experienced resource.
Our services include Financial Planning, Investment Management, and Income Tax Preparation and our advisory staff includes CFPs, CPA’s, JDs, and MBAs, all with outstanding and varied experience in the many disciplines required to service the needs of wealthy individuals. We serve as your financial planner, accountant, and investment advisor all in one. This comprehensive integrated service is designed to provide you with one source of highly individualized financial advice, resulting in the most appropriate recommendations tailored for your specific situation.
We are a fee-only financial advisor, so we do not sell specific financial products, nor do we receive any commissions, bonuses, or incentives. We offer full disclosure with no hidden fees. Our independence ensures our complete objectivity. You receive objective advice, thereby reducing potential conflicts of interest inherent in other business models.