We Help You Create a Life of Lasting Wealth and Well-Being.

At Wealth Wellness Group, we understand that money is more than numbers—it’s deeply personal, emotional, and often tied to life’s most pivotal transitions. Whether you're navigating a career change, inheritance, divorce, retirement, or the sale of a business, we specialize in guiding you through financial transitions with clarity, compassion, and confidence.

Our humanist approach honors your values, your health, and your legacy. We work with health-conscious, high-net-worth individuals and families to create comprehensive, multi-generational wealth plans that support not just financial growth, but emotional well-being and sustainable living.

We believe that true wealth is about living well—physically, emotionally, and financially. That’s why we’re here: to help you design the life you deserve, with purpose, confidence, and prosperity that lasts.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

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Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

An elevated advisory experience

Financial Transitions… Supporting and Guiding You

Anne knows clients and their families need more support when it comes to the personal side of money. Having earned the Certified Financial Transitionist™ designation, Anne helps her clients navigate personal and professional life changes and their impact on their financial future.

The Two Sides of Money

Both sides are equally important and Complex….but it’s the Personal Side that drives decision making. We are trained to help you address the personal side and integrate it with the technical decisions to co-create a plan that works for YOU.

Our Approach to Life Planning People and their Wellbeing

At its core, financial planning is about more than just numbers—it's about people. While technical expertise, data analysis, and strategic forecasting are essential, we believe that true financial wellbeing comes from aligning your financial decisions with your values, emotions, and life goals.