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.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Do you have an estate strategy? You should.
For some, the social impact of investing is just as important as the return, perhaps more important.
A collection of tips from professional travelers.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Taking your Social Security benefits at the right time may help maximize your benefit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
You’ve made investments your whole life. Work with us to help make the most of them.
There are hundreds of ETFs available. Should you invest in them?
How will you weather the ups and downs of the business cycle?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?