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

March 2024: Have Markets Risen Too High, Too Fast?

The U.S. stock market leaped further ahead in February. For the month, the Nasdaq was the best performer with a 6.1% gain. The S&P 500 climbed 5.2%, while the Dow added 2.2%. It’s been a surprisingly robust start to the year with Nasdaq surging 7.2% for the first two m (Read More)

Market Pulse

February 2024: A Little Market Indigestion?

After a rocky start to the year, the markets rebounded nicely allowing all three major indexes to finish positive. The S&P 500 advanced 1.6%, while the Dow Jones Industrial Average was up 1.2%. The tech heavy Nasdaq finished up 1% for the month. It’s a solid start to t (Read More)

Market Pulse

January 2024: New Year Special Edition

The final month of 2023 provided quite the topper for markets this year. The Dow and S&P ended the month 3.4% and 4.5% higher respectively, while the Nasdaq notched a 6.7% gain.. Looking at annual performance for the year, the Dow ended up 13.5%, the S&P 500 returned (Read More)