Wellth Mission: To provide clients with a high level of stewardship, assistance & financial guidance tailored to their attitudes and goals while offering transparent, affordable cost options. And to provide a range of services that accommodate financial goals common to individuals, families and small businesses. At Wellth our investment philosophy is one of vigilance, clarity and open communication. We accept risk is part of the landscape; that financial markets are cyclical and vulnerable to external events beyond our control. But through a process of working together, clearly defining your goals and purpose, we can come up with intelligent decisions and planning solutions to effectively manage some of these risks. We believe this is at the core of what we do and our value to our customers and clients. Rationalism and pragmatism are part of the dialogue always, and our clients knowing, understanding and supporting the decisions we make together are the basis and foundation for an enduring and successful business relationship.
No I in Team…A We in Wellth
I have often been told and have observed myself, very successful people in life often have had some help; a coach, a mentor, professor or a senior partner etc. who guided them or helped them get to the next level in their career. I like to think of our business relationship at Wellth as a partnership. It is clear to me no one person or one theory holds all the answers to great financial wellness, success or achievement. It is an ongoing process of dedication, learning, improvement and application. To think of what you(‘ll) know heading into retirement versus what you knew at the start of your professional or work life is quite a revelation. We are in it together. Our professional relationship, our collective knowledge, experience and resources to arrive at the best decisions and results for you to achieve what you seek to achieve. I never forget I work for you; but in kind you rely on me to earnestly listen to you and give you earnest advice as we continue to collude on the decisions we make together.
Wellth – 7 Core Values
"Diligentia Curandum Meta Noctis, Vigilae Accommodata"
Client Service Associate
Melissa Waggener has worked has work in Customer Service for over 20 years and in the financial planning industry for 6 years. She says the most satisfying part of her job is helping clients while getting to know them. When she...
Principal & Founder - Financial Advisor
BA - Political Science Florida Southern College, Advanced Degree Financial Planning Merrimack College, Life Underwriters Training Counsel Fellowship American College, Chartered Mutual Fund Counselor College for Financial Planning...
Client Service Assistant
Jennifer began her career in financial services about 20 years ago, working in retail banking operations. Her experience with retirement products, trust administration, compliance and quality monitoring helped prepare her for a...
Tamara is an experienced professional in the world of finance, with expertise aiding clients alongside their financial advisors. Her professional approach is driven by her love for finance and her desire to help others.
Whatever you come to Wellth for, you will be treated objectively, professionally, and be met with a great depth of resources to assist you!