At Wellstone Wealth Management, we are dedicated to helping our clients achieve their financial goals and create a fulfilling life. Since our founding in 1990, we have been committed to providing exceptional client service, transparency, education, and a personalized approach to financial planning.
Our Values
At Wellstone, we believe in building integrity, compassion, teamwork, and gratitude into all of our efforts. We understand that each individual faces unique challenges in their financial lives, and we take the time to understand your needs and concerns. We specialize in crafting a plan tailored to meeting your financial goals and objectives.
Our Approach
We don't just focus on Return on Investment (ROI). We take a deeper look at your life and goals, considering aspects such as Well-Being, Progress, and Freedom. We believe in a Return on Life (ROL) approach that prioritizes your happiness, fulfillment, and peace of mind.
How We Help
We take the time to get to know each other and learn more about what matters most to you. Whether you're looking to retire comfortably, grow your wealth, or achieve a specific financial goal, we'll work with you to develop a comprehensive plan that aligns with your values and aspirations.
Our Services
At Wellstone, we offer a range of services designed to help you achieve your financial goals. We take a proactive approach to helping you develop a strategy that addresses your financial objectives, using the most efficient methods available. Our services include:
- Retirement planning
- Investment management
- Estate planning
- Insurance planning
- Tax planning
- Estate and insurance planning
Get Started
We invite you to learn more about our services and how we can help you achieve your financial goals. We're committed to providing exceptional client service and taking the time to understand your unique needs and concerns.
Contact Us
To schedule a free consultation or learn more about our services, please call us at 503-594-1210 or email us at info@wellstonewealth.com.
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