Broker Check


Since 1990 we have been helping our clients 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 have a unique relationship with our clients and make it our business to know your aspirations and dreams, so we can help you accomplish your goals for the reasons that are important to you. Let us show you how we can add value to your life.


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

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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