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Your Future...Our Focus
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Your Future...Our Focus

Welcome to Wellstone Wealth Management, LLC a firm where wealth management involves more than money.  Our mission is to inspire our clients to make wise choices about their wealth through education, communication, and service which exceeds their expectations, so they can accomplish their goals for the reasons that are important to them.

Since 1990 we have been inspiring clients to develop comprehensive wealth plans that allow them to

attain their desired lifestyle and legacy goals, reaching out to our clients in an extraordinary way, and building extraordinary friendships.

We invite you to see how Wellstone Wealth Management can help you simplify the demands of managing your wealth, enabling you to devote more time to your family, personal endeavors and your business.  Let us show you what we mean when we say Your Future is Our Focus.

Helpful Content

Top New Digital Tools for Small Businesses

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

 

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Rightsizing for Retirement

What does your home really cost?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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