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Our Values

At Wellstone, our mission is to help our clients achieve financial confidence and peace-of-mind so they can focus on living a life of purpose. 


By being a trusted advisor that builds integrity, compassion, teamwork and gratitude into all of our efforts to provide exceptional client service.

Our Core Values

  • Integrity
    As a Certified Financial Planner® professional, Wellstone has a fiduciary duty* to adhere to Standards of Professional Conduct and always put your interests first. We hold our code of ethics close to heart and take our time to get to know our clients so we can always act in their best interests.
  • Compassion
    We know that wealth is deeply personal. We take the time to understand what matters most and why to our clients and their families so we can always act in a manner that puts their unique circumstances in perspective and builds compassion into everything we do.
  • Teamwork
    We bring our clients and other financial experts to the table to ensure that any decision we make is sound and well-considered. Only by working together, and staying open to new knowledge and resources, do long-term financial plans succeed.
  • Gratitude
    We remain thankful for our wonderful clients, partners and team members for all they do here at the office and in our community.

Let us show you how we live our core values.

Call us today at 503-594-1210