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.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Learn when it may not make sense to file a claim on your home insurance.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here are five facts about Social Security that might surprise you.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.
$1 million in a diversified portfolio could help finance part of your retirement.