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

US Equity markets ended the 3rd quarter of 2018 on a stellar note with tech firms leading the way. However, at the time of this writing most of those gains have been reversed with international and emerging market equities continuing to underperform.

As mentioned in the previous letter, corporate share buybacks provide an important underpinning to the continued bull market in US stocks. To put things into perspective, if buybacks continue at the current pace, there will be approximately $800 billion of share repurchases this year alone.

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