Skip to main content

Creating Happy, Healthy, Connected, and Secure Retirements

Personalized Planning that goes beyond the traditional dollars and cents

There's a different way

The new era of retirement & legacy planning

It’s not just about money! Retirement & legacy planning today requires a plan that aligns your values, beliefs, family, and health with your life savings and financial goals.

Who we are


Fee-based fiduciaries advocating for you and your family through intentional portfolio design and disciplined management.

Learn More


Inspiring conversations, tools, and resources to help you plan for the mental, social, physical, & spiritual aspects of life.

Our Wellness Strategy
Why Wealth & Wellness Group

Our Purpose:

Challenge the status quo of traditional retirement and legacy planning with a new framework designed for you!

How We're Different

Fostering better transitions and outcomes for clients, families and communities

Wisdom with wealth!

Passing on wealth without the wisdom used to create it, won’t serve anyone well.

Legacy planning and charitable giving should include aspects of wisdom as well as tax considerations, and income needs.


Market Pulse

July 2024: New Market Mindset

The U.S. stock market rallied once again in June and turned in a solid first half of the year. For the month of June, all three major indices gained ground.  The tech-heavy Nasdaq led the pack with a month-to-date rally of nearly 6%. The S&P 500 and Dow gained 3.5% and (Read More)

Market Pulse

June 2024: Bated Breath

It was a winning May, with the major benchmarks registering a sixth positive month in seven. The Dow added 2.3% this month, while the S&P 500 rose 4.8% and the Nasdaq gained 6.88%.  Solid performance that flies in the face of the popular Wall Street adage, “S (Read More)

Market Pulse

May 2024: Interest Rate Ping Pong

US Stocks turned sour in April and produced the first negative month of 2024. The Dow fell -5.0% while the S&P 500 and Nasdaq dropped -4.2% and -4.4% respectively. Lofty stock market valuations from the AI hype, sticky inflation that continues to hinder expectations for (Read More)