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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Important items to consider when purchasing condo insurance.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
To choose a plan, it’s important to ask yourself four key questions.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A four-step framework for building a personal legacy.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a crash course on saving for college.