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

As expected, following a dramatic resurgence in volatility during the first quarter of 2018, risk has since subsided, with equities recovering most of their losses. However, emerging markets and international equities continue to lag significantly behind their US counterparts as US growth and US small caps outperform. Corporate tax cuts from the Trump administration, and the ensuing cash repatriations flowed mostly to stock buybacks, fueling a strong rally in tech stocks with the Nasdaq continually making new highs along the way.

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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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