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Wealth & Investment
Management

We combine industry-leading technology and behavioral finance strategies to help you reach your investment goals as efficiently as possible.

Our team assesses the risk you can (and should) take with your investments, before recommending a strategy.

Maximum Investment Advisory Fee: 1.25% per year.

Carefully Researched & Selected

We thoroughly screen managers and investments, and choose only those with top-tier ratings.

Risk-Aware Portfolios

Diversified by asset class, fund manager, and security to minimize loss potential and maximize gain potential.

Cost-Efficient

We choose competitively priced investments, keeping your fees low.

Accessible investing experiences designed to
meet you where you are.

Wealth Optimizer

Best for you if...

You are focused on building wealth.

You value having human guidance and need some financial planning to help guide your decisions when prioritizing your financial goals. 

You have at least $250,000 to invest.

Private Wealth

Best for you if...

You are focused on preserving and growing existing wealth.

You want a higher level of portfolio customization, value human guidance and have more complex planning needs.

You have at least $1,000,000 to invest.

Not sure which is best for you?

Click below to schedule a 15 minute consultation.

Wealth Optimizer

It’s never too early (or too late) to take control of your future.

Finwell’s Wealth Optimizer Program is designed to help you build wealth and fund your financial goals through intentional investing using our custom Investment Portfolios.

Our Investment Portfolios offer a combination of strategically managed passive investments designed to cover factors such as risk tolerances, time horizons, financial objectives, and strategic asset allocation. Comprehensive financial planning is included.

Maximum Investment Advisory Fee: 1.25% per year

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Wealth Optimizer
Private Wealth

You’ve built wealth.

We can help you maximize it.

Finwell’s Private Wealth addresses the wealth management needs of clients who have accumulated wealth and are looking to grow and protect it. We work closely with clients to create a customized approach to managing their wealth.


Our Investment Portfolios offer a combination of strategically managed passive and active investments designed to cover factors such as risk tolerances, time horizons, financial objectives, and strategic asset allocation.
 

This program is for clients who have a minimum of $1,000,000 to invest. Comprehensive financial planning is included. 

Maximum Investment Advisory Fee: 1.25% per year

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Private Wealth

Here's how to get started.

Step 1
Let's meet (virtually).

We will talk through your current finances, future goals, and your questions about investment management.

Step 2
Discover 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 3
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.

Get Started
  • Is Finwell a fiduciary?
    Yes, Finwell is a fiduciary.
  • Is Finwell a fee-only advisor?
    Yes! Finwell is fee-only. We do not earn commissions by giving you advice.
  • Are there minimum balances to work with Finwell?
    We do not require a minimum balance to work with Finwell in a financial planning capacity. We do require minimum balances for our investment management services.
  • What is a CFP®?
    A CFP®, or CERTIFIED FINANCIAL PLANNER™, is an advisor that has achieved the gold standard credential of financial planning. If your advisor is a CFP®, that means they have thousands of hours worth of experience, have completed a series of courses about financial planning, passed a rigorous exam, and is legally obligated to act in clients best interest. They also have continuing education requirements and high ethical standards.

Contact us

Schedule a 15 minute consultation here.

Thanks for reaching out! A Finwell team member will be in touch soon.

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Main Office

16030 Ventura Blvd #240
Encino, CA 91436
United States

Other Locations

Nashville, TN

Finwell, Inc. is an Investment Adviser registered with the State of California, North Carolina and Tennessee. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. Finwell, Inc. cannot act on any requests to authorize, direct or effect the purchase or sale of any security, wire transfer, or to affect any other transactions verbally or in writing, unless Finwell, Inc. is hired as your investment advisor.  Such requests, orders, or other instructions should be sent to and confirmed by your investment management firm. If Finwell is hired to be your investment advisor, please call your representative or email them directly for instructions to complete your request.  We are unable to ensure email sent to you from us, or sent from you to us will be received. Please contact us at membership@finwellbenefits.com  if there is any change in your financial situation, needs, goals or objectives. Additionally, we recommend you compare any account reports from Finwell, Inc. with the account statements from your Custodian, financial advisor or investment management company for accuracy and updated information. Our current disclosure brochure, Form ADV Part 2, is available for your review here. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis. 

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