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Beyond the bottom line:

How we balance purpose and profit

A Force for Good

We strive to use our comprehensive financial planning skillset to serve clients with varying financial means and to raise the financial capacity of our communities.

Pro-Bono Planning

Financial advice should be accessible to all.
We strive to use our financial planning skillset to serve clients with varying financial means and to increase the financial capacity of our communities.

Community Engagement

Active participation in our communities is part of being a wHealth team member.
Each member of our team is committed to performing 20 hours per year of volunteer work for the organizations and causes they care about most.

Financial Commitments

  • 1% of our annual revenue generated from our individual client engagements is donated to charity.
  • 5% of revenue generated from institutional clients (401k, municipalities, non-profits/foundations) is donated to charity.

HOW Pro-Bono Services WORKS

Individual

If you or someone you know is in need of financial guidance but in no position to pay for it, please send us a message below. Each year we review these submissions and select a group of individuals to work with for six-month engagements.

Non-Profit organization

Too often we discover non-profits and foundations being taken advantage of by paying exorbitant fees and expenses for their asset management. These expenses are usually not front and center, rather they are embedded in the investments and skimmed off the top. If you are a member of a qualified 501(c)3 organization and would like to get more information about exploring whether the organization your affiliated with is getting a fair shake, please send us a message below.

PRO-BONO

Once a year we select applicants with a demonstrated need to work with at absolutely no cost.
Please send us a message below and apply for the ability to get a spot.

SCHEDULE A FREE CONSULTATION TO LEARN MORE