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Our Services

At Wellstone, we view money as a tool, not a goal. By helping you assess your personal values, progress, goals, we help you put your life at the center of every conversation we have about your finances.

Together, with this bigger picture perspective firmly in mind, Wellstone can help you with planning around:

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • And more!


What do you have, what do you need and how will you bridge the gap? We help you determine a sound retirement approach that takes a close look at your potential retirement-income sources, including qualified-retirement plans, Social Security, and personal savings and investments.

Retirement Resources


Whether you are in the accumulation, preservation or distribution phase of life, proper investment allocation and risk management is critical. Wellstone helps you create an investment portfolio that reflects your risk tolerance, time horizon, and goals that can help you avoid pitfalls that often snare investors. A well-defined disciplined process is the core of our investment management.

Investment Resources


What is your plan if you need someone to manage your affairs? What kind of legacy are you leaving behind? Wellstone helps you manage your estate during your lifetime and control the distribution of your wealth after death. 

Estate Resources


Do you know what kind of personal, liability and life insurance you need to help ensure a strong financial future? Work with Wellstone to build a sound insurance strategy that can help protect your family from the financial consequences of life’s unexpected events.

Insurance Resources


Understanding tax strategies and managing your tax bill should be part of any sound financial approach. With Wellstone, you will have the educational tools and support you need to help you carefully prepare for the impact taxes have on your financial efforts.

Tax Resources

Explore what Wellstone can do for you.

Call us today at 503-594-1210 or

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