Wellstone Wealth Management, LLC

Whether you are building a legacy or making a meaningful impact, thoughtful giving can do both. Let us explore strategies to optimize your gifts.

You’ve worked hard to accumulate your successes. Now it’s time to keep those successes growing. At Wellstone, we delve deep into meaningful conversations to get to the heart of what would truly satisfy you, using your wealth as a catalyst for fulfillment in every chapter of life.

Many high-income earners risk undermining their financial stability by paying excessive fees, mismanaging taxes, or taking on the wrong level of investment risk. These missteps can have a serious impact on long-term wealth. At Wellstone Wealth Management, we take a proactive, personalized approach to address these issues and more. Let us help you build a financial plan that supports your life goals while avoiding common pitfalls.

🔐 Arm yourself with knowledge and take these crucial steps to prevent cyber attacks. Your digital and financial safety matters.

Are you getting the best life possible with the money you have? How can you be sure? Click on the link below to take the ROL Index (it only takes 5 minutes!) to receive your free customized report.

Financial planning and investment management aren’t the same, though they often overlap. 🔹 Financial planning focuses on your entire financial life, including retirement, tax, estate, and insurance strategies. 🔹 Investment management, by contrast, targets specific portfolio goals. At Wellstone Wealth Management, we combine these services in a personalized, life-centered process to align with your financial goals. Learn more about how we can support your long-term success.

Money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you will write your own. ROL puts quality before quantity by managing your assets in a way that improves your life and provides peace of mind and confidence.

Create a more tax-efficient retirement plan with these 5 strategies. Learn how to save big as you pursue your ideal financial future.

Retirement is a great time to align your passions with meaningful volunteer work. By focusing on activities that highlight your strengths and hobbies, you can find fulfillment, make an impact, and build new connections in your community. Here’s how you can turn your favorite pastimes into opportunities to give back while enriching your retirement experience.

We know that wealth means something a little different to everyone, so our team works with you to understand your unique goals and expectations. Together, we can help you develop a tailored, comprehensive wealth plan built to help you achieve your desired lifestyle and legacy goals.