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

The U.S. stock market is at all-time highs as technology leads the fourth longest-running bull market in U.S. history. Concurrently, we are also in the longest economic expansion on record, surpassing the 10-year expansion from 1990-2000. Consumer confidence surveys and corporate profits are near all-time highs. Unemployment is at 60-year lows while inflation is below the 2% target, a favorable combination for the U.S. economy.

Looking abroad, international stocks, hampered by higher unemployment and generally weaker economies, continue to trail the U.S. Examining the cumulative economic growth since the last credit cycle, the outperformance of U.S. stocks over international stocks would seem reasonable.

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Accolades

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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