Whatever you view as of the utmost importance in life, chances are it is not money. Yet, it cannot be denied that money is an incredibly important tool that helps us celebrate what we do care about most. The stronger the plan for your money, the more you will be able to focus on the things that really matter.
Because of its far-reaching impact, managing money often leads to stress and worry. That is why a life-centered financial planner can play one of the most important roles in a person’s life, forming a long-lasting relationship and providing objective counsel.
The challenge can be finding a financial planner who will walk with you through all the trials of life and one you can trust. At Wellstone Wealth Management, we understand this can be an overwhelming and intimidating process. Trusting someone with your financial future is not a decision you take lightly. Knowing this, we are honored to have the opportunity to serve a select group of families and individuals who conscientiously choose to let us in on their financial journey. We are not just focused on giving you a good return on your investment; we want to give you a powerful Return on Life (ROL).
We place incredible value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. Our focus explores your well-being, progress in life, and freedom to face the future while creating a life-centered plan. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. Your referrals are the highest compliment and an integral part of our continued growth.
The Wellstone Difference
We have been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. We believe so many people have referred others to us for a few different reasons:
- A personalized real-world approach. No two clients will be exactly the same, and neither will their financial planning needs. That is why we create a plan focused on your unique financial goals. We take the time to outline a customized strategy based on your specific needs, goals, and circumstances.
- Strong relationships. We prioritize a hands-on client-centered approach, which has led us to build long-lasting relationships with so many of our clients. We are proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition. We work hard to become our client’s most trusted advisor.
- A long-term commitment. We recognize that financial planning and investing is not a static process. Life changes happen and investment objectives can shift over time. That is why we provide ongoing guidance and support. Whether it is planning for retirement, saving for a future life transition, or preserving wealth for future generations, we seek to provide the resources and continuous planning necessary to keep you working toward your goals.
- A dedicated team. As seasoned professionals, we strive to maintain a high-touch and personalized experience, and to help our clients simplify complex decisions about their money. With us on your side, we hope you can feel more confident as you navigate life’s challenges and planning opportunities.
The People We Serve Best
At Wellstone Wealth Management, we strive to partner with you and help carry your financial burden, aiming to make your wealth work for you, not the other way around. Because we like to form trusted and close relationships with our clients, we also strive to work with people whom we believe we can best serve, specifically successful individuals looking for guidance on how to maximize their long-term wealth and enjoy a comfortable retirement. If you are looking for an advisor that offers more than just a return on investment but cares about your Return on Life, we are the right partner for you. Delegate your financial matters to a professional you can trust so you can simplify and focus on what is most important.
Do You Know Someone Who Could Benefit From Our Services?
We are here to simplify the complex, to help bridge your life with your finances—so you can experience a greater overall sense of peace, clarity, and lasting stability. We want to help take financial matters off your already full plate, but we also value providing that same personalized attention and care to your loved ones. If you know anyone else who has questions or needs unbiased advice, we are never too busy to help.
If you are already a client of our firm and you have enjoyed working with us, we hope you will introduce us to a friend, colleague, or family member who may benefit from our services. We want to give them the same quality of life-centered care we give to all our clients. Consider sending this article to them, and if they are interested in partnering with us, they can schedule a complimentary introductory meeting by contacting us at 503-594-1210 or firstname.lastname@example.org.
Greg Allen is a CERTIFIED FINANCIAL PLANNER™ professional, Life-Centered Financial Planner, Managing Member, and second-generation owner of Wellstone Wealth Management, a life-centered financial planning firm that takes a unique Return on Life (ROL) approach to help their clients live the best life possible with the money they have. With over 20 years of experience, Greg holds fast to his mission of helping clients plan their finances around their lives, instead of the other way around, resulting in fulfillment, confidence, and a meaningful life. Greg also provides a caring, trusted long-term relationship and life-centered financial behavioral counseling. He specializes in working with people who have recently retired or are close to it (typically five years or less) and relates well to corporate executives and upper-management couples who often have complicated financial pictures and need help maximizing their wealth, reducing their taxes, and preparing for retirement so they can maintain their ideal lifestyle.
When he is not helping his clients find meaning and purpose, you can find Greg spending time with his friends and family, especially his wife, Sandy, children, and grandchildren. As a native Oregonian, Greg loves the outdoors, visiting the Oregon Coast, and retreating to their family cabin in the mountains. He enjoys staying involved with his church, reading, watching sports, and anything to do with exercise and wellness. To learn more about Greg, connect with him on LinkedIn.
Information provided herein is provided by Wellstone Wealth Management, LLC. This information is for general informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Information was compiled from third-party sources believed to be reliable and accurate but cannot be guaranteed. Investment advisory services are offered through Oswego Wealth Advisors, Inc., an SEC Registered Investment Advisor. Neither Wellstone Wealth Management, LLC nor Oswego Wealth Advisors, Inc render any legal, accounting, or tax advice. All investments involve risk, are not guaranteed, and may lose value. We recommend that all investors consult with a qualified adviser to assess your personal situation before implementing any strategy.
Please remember to contact your advisor when your financial circumstances or objectives change. Your advisor may recommend adjustments to your financial planning and investment strategies to better suit your current situation.