WE OFFER

Financial
Coaching

Looking for guidance on something specific? Our CFP®'s can help you with anything that's keeping you up at night about your finances. From budgeting to building wealth and anything in between, we've got you covered.

Financial
Planning

We help you gain a clear view of your entire financial life and create a plan that empowers you to make it better. And as your life changes, we adapt your plan to meet new challenges as they come.

Wealth
Management

Our investment portfolios are built and managed by in-house experts. We combine industry-leading technology and behavioral finance strategies to help you reach your investment goals as efficiently as possible.

Our Services

Wealth Management

Diversified portfolios

Managers with top-tier ratings

Cost efficient investments

Regular monitoring and rebalancing

Dedicated CFP® advisor 

Max annual management fee: 1%

Financial Planning

Full review of your financial picture

Dedicated CFP® advisor

"What if?" scenario analysis

Identify financial blind spots

Roadmap for reaching your goals

Starting at $1,199 flat fee

Financial Coaching

1:1 guidance from a CFP® advisor

Deep dive into top-of-mind topics

Single-goal financial planning

Book anytime 

Starting at $299 per session

Built For You

We assess the risk you can and should take with your investments, before recommending a strategy.

Carefully Researched

We thoroughly screen investments and choose only those with

top-tier ratings.

Cost-Efficient Investments

We choose competitively priced investments, keeping your fees low.

Diversified Portfolios

Thoughtfully created based on asset class, fund managers, and different types of securities.

Risk-Aware Portfolios

Designed to minimize loss potential and maximize gain potential.

Human Guidance

Meet with your dedicated CFP® to review performance relative to your goals.

Here's how it works.

Step 1
Find your risk score.

We use state-of-the-art technology to analyze the risk you can (and should) take with your investments. You will receive a "risk score" between 1 and 100, which will guide our recommendations for your investment strategy.

Step 2
Let's meet (virtually).

Once you have your risk score, one of our advisors will reach out to you to schedule a complimentary call to review your score together and determine the best next steps.

You can also email wealth@finwellbenefits.com to get in touch.

Step 3
Get your custom quote.

We typically require a comprehensive financial plan or coaching session before we can manage your investments. We will give you a custom quote based on your circumstances and financial goals.

Step 4
Start planning and investing.

We meet you where you are with a custom approach to organizing, managing, and optimizing your investments. We use top of the line tech guided by human CFP advisors to give you a great wealth management experience.

Finwell's Private Wealth Team

Breanna Stott
MBA, CFP®

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Breanna is a CERTIFIED FINANCIAL PLANNER™ and a Wealth Strategist. She has over 15 years of experience in financial services, including business lending, residential lending, private lending, investment management, and financial planning for high net worth individuals.

 

Her experience stems from working with those who accumulated wealth in Tech, Entertainment and Business.

 

When working with you, she will seek to understand your family dynamics and legacy goals, so she can advise you in a meaningful way.

Dominique McQueen CFA®, CFP®, EA, MBA

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Dominique is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, and Enrolled Agent. She serves as the Head of Wealth Management with Finwell, and has over 12 years of experience in the financial services industry.

 

She has been featured in Financial Advisor Magazine 2018 Ten Young Advisors To Watch, and she’s actively involved in the Association of African American Financial Advisors.

 

When working with you, she will construct an appropriate investment portfolio that takes into consideration your investment goals, risk tolerance and unique circumstances (taxes, liquidity, transfers, etc.).

Will Ashburn
MBA, CFP®

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Will is a CERTIFIED FINANCIAL PLANNER™ and serves as both Financial Wellness Manager and Financial Planner with Finwell.

 

Along with a degree in Trust and Wealth Management from Campbell University, he has several years of experience conducting financial planning analysis for both individuals and families across the wealth spectrum.

 

When working with you, he likes to draw from real life scenarios to help you better understand the choices available to you and build a strategy to help you stick to your plan.

Your financial life is complex.
We help you make it simple.

Finwell's Financial Planning Process

Proven Saving Strategies

Paying for 

College

Growing Your

Wealth

Maximizing Employee Benefits

Buying or Selling

a Home

Retiring On 

Time

Managing Debt

Effectively

Future Family Planning

...and much more.

Finwell's Private Wealth Team

Breanna Stott
MBA, CFP®

  • Grey LinkedIn Icon

Breanna is a CERTIFIED FINANCIAL PLANNER™ and a Wealth Strategist. She has over 15 years of experience in financial services, including business lending, residential lending, private lending, investment management, and financial planning for high net worth individuals.

 

Her experience stems from working with those who accumulated wealth in Tech, Entertainment and Business.

 

When working with you, she will seek to understand your family dynamics and legacy goals, so she can advise you in a meaningful way.

Dominique McQueen CFA®, CFP®, EA, MBA

  • Grey LinkedIn Icon

Dominique is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, and Enrolled Agent. She serves as the Head of Wealth Management with Finwell, and has over 12 years of experience in the financial services industry.

 

She has been featured in Financial Advisor Magazine 2018 Ten Young Advisors To Watch, and she’s actively involved in the Association of African American Financial Advisors.

 

When working with you, she will construct an appropriate investment portfolio that takes into consideration your investment goals, risk tolerance and unique circumstances (taxes, liquidity, transfers, etc.).

Will Ashburn
MBA, CFP®

  • Grey LinkedIn Icon

Will is a CERTIFIED FINANCIAL PLANNER™ and serves as both Financial Wellness Manager and Financial Planner with Finwell.

 

Along with a degree in Trust and Wealth Management from Campbell University, he has several years of experience conducting financial planning analysis for both individuals and families across the wealth spectrum.

 

When working with you, he likes to draw from real life scenarios to help you better understand the choices available to you and build a strategy to help you stick to your plan.

Client Testimonials

Lauryl S.

"Finwell has given me simple, actionable advice to help me feel good about my finances.”

James J.

I'm so impressed! I've learned so much, I feel like my eyes have been opened to a positive future at a pacing and with more understanding than I could have imagined this early in my career.

Guozhen L.

“Your empathy and willingness to look into all sorts of random financial topics with me was incredibly helpful.”