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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Do you have an estate strategy? You should.
These food myths will really put a drain on your wallet.
It's important to understand how inflation is reported and how it can affect investments.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
Do you have causes that you want to support with donations? Here are three tips.
When should you take your Social Security benefit?
There are three things to consider before dipping into retirement savings to pay for college.
What is your plan for health care during retirement?
What if instead of buying that vacation home, you invested the money?