About Us

At Wealth Health, we help people make financial life decisions by managing their personal finances, income taxes and investments. We advise a select group of individuals and their families, including corporate executives, owners of small businesses, professionals, retirees and their families. 

Currently we are available to provide you with a “Review and Evaluation” of your financial position and investment portfolio. Our “Review and Evaluation” is similar to a “second opinion” you may receive from a medical doctor and is a complete and holistic approach to your personal financial wellness and as well as all of your investment accounts. 

With the advent of the 2018 new-year, the passage of new income tax legislation The Tax Cuts and Jobs Act of 2017, and more importantly the recent market volatility, how will all this affect you moving forward? 

The answer is simple…This is the ideal time to reconsider your personal tax and financial strategies, your investment allocation and your overall personal financial wellness so you are prepared to minimize risks and avoid losses, where possible. 

The “Review and Evaluation” of your personal financial position is a wonderful way for you to see first-hand how our integrated wealth management process will help with your financial life decisions. In addition, this approach provides each of us the opportunity to determine if a comfort level and good fit exists for us to create a long term trusted client-advisor relationship. 

The “Review and Evaluation” of your investment accounts will include all of your investments both personal and your retirement plan accounts, such as IRA’s, Roth IRA’s, 401(k) plans, pensions and more. We will also review educational accounts you may own for yourself, children or grandchildren.