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

Following a tumultuous year in 2018, US markets reversed course and ended 2019 on a very positive note. Financial assets, commodities and real estate were all part of the rally as valuations rose and ebullient sentiment returned. Trade war fears subsided as trade negotiations progressed in a favorable direction while the unemployment rate dropped to a new low of 3.5%.

As it relates to trade negotiations, the "Phase 1" deal maintains tariffs on $370 billion worth of Chinese goods, mostly in the technology and engineering sector. Items imported from China such as micro processing chips used in computers and phones along with medical devices, engineering goods and textiles will continue to be charged a tariff rate anywhere from 7% to 25% as part of the "Phase 1" deal.

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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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