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.

Learn more about our services

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 many have already reported, 2018 ended up being a challenging year for capital markets as most asset classes ended the year with a loss. However, as Deutsche Bank points out, this was a unique year when looking back over the last 117 years.

Ninety-three percent of the 70 asset classes that Deutsche Bank tracks experienced a loss in 2018. The prior year of 2017 was a historically positive year where virtually every asset class ended positively. In short and as some have pointed out, nothing worked in 2018 as only a very few assets classes were able to eke out positive returns, such as cash and municipal bonds.

Continue Reading our
Latest Market Commentary


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

See All Accolades

Member Of