A Wealth Planning Process Focused on You

At Wealth Health, our services are designed to simplify the complex and daunting challenges of managing your personal finances. We offer affluent 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.

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Client Access

Wealth Health clients enjoy online access to their accounts, quarterly reports and other secure documents. Our "Account Access" view allows clients to see their investment portfolio details such as daily investment balances, allocations, unrealized gains and losses, and transactions history. Our "Document Center" allows clients to see their personal financial documents in one secure location.

If you don't have a login to Wealth Health's Secure Client Website and would like one please contact us.

Read Market Commentary

Supported by accommodative monetary policy and potentially positive news from trade negotiations, the U.S. economy continues its longest economic expansion on record. The current expansion is longer than the previous economic expansion of 1990-2000.

On the trade front, recent developments seem to suggest that U.S. and China both agreed to a partial roll back on a portion of recently placed tariffs. Markets responded positively with several indices hitting new all-time highs. The positive reaction seems to assume that this "phase one" deal is the initial phase to an eventual removal of most, if not all, recently installed tariffs.

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Wealth Health Makes Financial Advisor Magazine's list of the Top 50 Fastest Growing Firms in the Nation for the 2nd Straight Year

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