How We Help

At Wellstone, we go beyond the typical Return on Investment approach. With our Return on Life (ROL) philosophy, the central question is, “Are you managing your money in a way that improves your life?”

Together, we will work with you to assess where you are and where you want to be in terms of:

• Your Well-Being: Leisure, health, and relationships
• Your Personal Progress: Work, residence, achievement, and learning
• Your Freedom: Purpose, autonomy, and security

Looking at the whole picture means we have a roadmap that is flexible to your changing situation, needs and wants. The clarity of the ROL approach helps ensure you are living the best life possible with the money you have. 

No matter your age or stage of life, whether or not you are aware of it, you are building your financial life. Will it get you to your desired lifestyle and legacy goals?

Start by asking yourself these tough questions:

• Do you know how much money you need for retirement?
• Do you know how much money per year you can safely withdraw from your retirement savings?
• Are you confident your investments will provide lifetime income?
• Do you know the investment allocation that offers the greatest likelihood of allowing you to attain your goals?

Wellstone's innovative Comprehensive Financial Life Planning system helps you confidently answer these key questions by working with you to develop a well-considered plan designed to provide stability and stand the test of time. 

Our Comprehensive Financial Life Planning gives you access to nine critical services areas used by clients achieving their goals as well as a clearly defined annual process to keep you on track. Along the way, your plan is supported by a full team of tax planning, asset allocation, investment research, insurance and estate preservation professionals who work hard to help you realize your lifestyle and legacy goals. 

At Wellstone Wealth Management, your future is our focus. Let us help you live life by design, not by default.