WE OFFER
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.
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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®
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
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®
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®
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
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®
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.”