“To truly put clients first, we have to operate as advisors, not salespeople.”
Breanna Stott, Founder & CEO
Most financial service companies don’t operate this way.
So, we created Finwell: A financial wellness company centered on helping you reach your financial goals, not company sales quotas.
We meet you and your family where you are with a highly personalized approach to financial planning and wealth management.
Learn more about our philosophy here.
Behavior Based
Budgeting
Strategies to manage and track your spending and manage debt.
Retirement
Readiness
Feel confident about your future.
Emergency
Savings
Organize and bolster your rainy day fund.
Build Your
Wealth
Invest with intelligence and enhance your Behavior Alpha.
Success doesn’t just happen.
It’s planned for.
Work with a Certified Financial Planner™ (CFP®) professional to create a financial plan that is both practical and effective.
Learn more about creating a financial plan here.
Your goals are our goals.
We’re certified fiduciaries. We legally have to (and want to!) put your interests first.
Learn more about our team.
Apply intelligent investing and Behavior Alpha to optimize your wealth.
Managing your wealth is about more than just “beating the market”. Enhance your Behavior Alpha to gain control and make waves.
Learn more about our approach to investing here.
Let's get started together.
Connect
On your terms and on your timeline.
Email us to set up a call.
Plan
Create a financial plan with our CFP® professionals.
Grow
Put your financial plan into action with our Wealth Creator or Wealth Optimizer investment plan.
