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.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Six overlooked tax deductions to help manage your tax bill.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
To choose a plan, it’s important to ask yourself four key questions.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Why are 401(k) plans, annuities, and IRAs so popular?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is your plan for health care during retirement?
The average retirement lasts for 18 years. Are you prepared to fill that many days?