WHO
WellthPartner is a company dedicated to helping others find and enjoy more peace and fulfillment so they can confidently live into their highest versions of self and legacy.
Through our diverse offerings, we seek to lift burdens so others can enjoy personal expansion. Our core competency is traditional wealth management, and we have a robust health and wellness offering for clients.
WellthPartner has clients across the United States, and we are a proud member of Arax Advisory Partners.
WHY
We believe financial wealth is one dimension of overall well-being... that wealth is a rainbow, and money is one of the colors.
We believe friends, families and communities benefit meaningfully when individuals are living with deep peace and as authentically as possible.
We seek to help clients expand into ever-deeper levels of well-being.
For information about more offerings which more clearly demonstrates our commitment to our 'why', please visit The Wellth Collaborative.
HOW
The American Psychological Association has declared that money is a primary cause of stress. Stress inhibits peaceful and authentic living.
Our process begins with a collaborative financial planning exercise designed to offer clarity, empowerment, and reduced stress in the financial paradigm of one's overall well-being.
Once financial concerns are addressed with careful consideration and tactical excellence, clients then have the opportunity to engage with our robust health and wellness offering.
TESTIMONIAL
"WellthPartner's heart is in serving their clients. I have been personally touched by the experience of having someone being truly present with me and really listening. As a result of my relationship with WellthParther, my financial wealth is in order and I have gained valuable insights about life beyond the balance sheet."
Norma R.
Your wealth is a rainbow; money is one of the colors.
Patrick Johnson, Founder