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.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
How long does a $20 bill last?
If you find it hard to attain personal life goals, there’s an app for that!
Building wealth requires protection from the forces of wealth destruction.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
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.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here is a quick history of the Federal Reserve and an overview of what it does.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.