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Since 1990, Wellstone has been helping clients develop comprehensive wealth plans that help them attain their desired lifestyle and legacy goals. 

We believe in helping clients focus on their Return on Life by asking "Are you  living the best life possible with the money you have?" This ROL approach puts quality before quantity by managing assets in a way that improves lives and helps provide peace of mind and financial confidence. 

Greg Allen, CFP®

Life-Centered Financial Planner, Managing Member


Greg is a Certified Financial Planner® professional, who has been helping clients make wise decisions about their wealth since 2001. As the second generation owner of Wellstone Wealth Management, a firm established in 1992, Greg...

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Janet Meany

Director of Client Services, Team Leader


Janet manages Wellstone's client service, communications, marketing and office administration in addition to ensuring the smooth implementation of client financial requests.

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