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Let us help you get financially fit

Custom-tailored planning with no sales agenda or conflicts of interest.

According to the American Psychological Association, 72% of Americans have felt stress about money in the past month. This stress, combined with the personal nature of the topic, typically leads individuals to minimizing the concern, internalizing the anxiousness, and experiencing Stage 4 analysis paralysis.

It's a fact, we know. But we can help!

How We Work

Free Consultation
Let’s schedule some time to chat about you, your needs, and the ways that wHealth may be able to help!
Financial Physical
A 2-4 hour meeting where we dissect the most granular details of your household finances and provide our recommendations.
Ongoing Financial Planning
Full implementation, proactive planning, and ongoing monitoring of your financial life.
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Our DIFFERENCE

The investment and insurance industries are predicated on hiring thousands of high-pressured salespeople that prioritize the maximization of sales and profits. At wHealth Advisors, we’re not naïve to the capitalistic system in which we operate – just the contrary. However, instead of prioritizing our bottom line, we think that it’s a better business decision to prioritize YOU.

As Fee-only Fiduciaries since day one, we hold ourselves to the highest ethical standard in the industry. Similar to the Hippocratic Oath taken by doctors, our Fiduciary Oath to you means we shall:

Always act in good faith and with candor

Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.

Be proactive in disclosing any conflicts of interest

Our approach

Many financial planning firms base their fees on the amount of assets managed. For example, an asset fee of 1% on $1 million of assets equates to $10,000 charged per year. For this fee, many of these firms do not provide a full range of financial planning services.

KEY:  ALWAYS:✔️✔️✔️ SOMETIMES: ✔️✔️ RARELY:✔️

Category
wHealth Advisors
Non fee only planners
CPA, Tax accountants
Insurance Agents
Brokers
Portfolio Analysis/Net Worth
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Record Keeping & Spending Plan
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Mortgage Review / Refinance Analysis
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Debt Management, Reduction & Leverage
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Education Planning
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Financial Independence Planning/Retirement Analysis
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Estate Planning
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Rollovers, Pension Plans, Annuities
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Goal Setting
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Investment Implementation
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Life Insurance Analysis / Other Insurance (Home, Auto, etc..)
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Tax Planning / Tax Projection
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Tax Preparation
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Review Employee Benefits
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Unlimited Advice
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Coaching: Financial/Life/Small Business/ Entrepreneurial Development
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wHealth Advisors:
Non-Fee Only Financial Planners:
CPA/Tax accountants:
Insurance Agents:
Brokers:

Fee only/No commissions or Kickbacks
Commission based on assets
Fee based on hourly Rates + Commission if they are also selling products
Commission
Commission and /or fees based on assets

Life is not linear, let us help you navigate the twists and turns