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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

YES PLEASE!

Author

  • Dennis McNamara, CFP®, CHFC®, AIF®, CSLP®

    Today, as co-founder of wHealth Advisors, I find immense fulfillment in knowing that we use our platform as a force for good. As a firm, we’re founded on the industry’s highest standards for ethics and transparency while also offering pro-bono services to those in need. Financially, we donate a portion of our gross revenue annually to qualified 501(c)3 organizations (which are nominated + voted on by our clients). Personally, though, I find the greatest satisfaction in helping my clients gain financial peace of mind through prudent money management. Prudent money management is like a positive feedback loop: when we are no longer burdened by finances, other dimensions of our lives also tend to improve. As we continue to grow we realize that as important as money is, those other dimensions of life are equally (if not more!) important. As modern philosopher Naval Ravikant reminds us: “The three big ones in life are wealth, health, and happiness. We pursue them in that order, but their importance is reverse. A calm mind, a fit body, and a house full of love. These things cannot be bought.” My life’s mission has been dedicated to helping others use money to close the gap between who they are today and the best version of themselves that awaits ahead. I am excited to meet you and look forward to the opportunity of working together on your journey to financial independence! Designations: - Certified Financial Planner™ - Chartered Financial Consultant® - Accredited Investment Fiduciary® - Certified Student Loan Professional® Featured in: - Forbes - U.S. News & World Report - Financial Advisor Magazine Outside of wHealth Advisors: - Educating myself more on: Stoicism, permaculture, climate justice, systemic racism, health & longevity science - Happiest when: outdoors with wife, Arabelle, and son, Manny - Stays active with: strength training, functional range conditioning, hiking, cycling, surfing, and yoga - Financially splurges on: Single-origin coffee

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