Finwell Wealth Management
Applying intelligent investing and Behavior Alpha to optimize your wealth.

Our Wealth Management Process


Create your Finwell financial plan

Learn more here.

Apply Finwell’s Investment Roadmap

Your investment roadmap will act as our blueprint when making investment decisions. Some of the elements of an investment roadmap include:


Expected Returns

Exploring the potential of you achieving your financial goal during the desired time horizon.


Risk Tolerance

Quantifying your ability to sleep at night when the market experiences losses.



Identifying factors that are nonnegotiable for your investment portfolio.


Asset Allocation

Asset allocation is a key factor for expected returns and the inherent risk of the portfolio.



Identifying the investments we will be considering for your investment portfolio.


Investment Portfolio

Our team will construct your investment portfolio to begin the implementation process of meeting your financial goals.

Review and Monitor

After your portfolio is implemented, we monitor and review the portfolio’s performance and make changes as necessary to ensure that the portfolio remains within the asset allocation parameters outlined in your investment map.


Wealth Creator.

It’s never too early (or too late) to start saving for your future.

Finwell’s Wealth Creator Program addresses the wealth management needs of clients who are looking to create wealth and fund their financial goals. There is no minimum balance to get started, however minimum fees apply. Inquire by emailing

Our Wealth Creator Program is designed to help clients create wealth through systematic saving programs. We work closely with clients to create a customized investment savings plan so clients can build wealth and meet their financial goals.


Wealth Optimizer

You’ve built wealth. We can help you optimize it.

Finwell’s Wealth Optimizer Program addresses the wealth management needs of clients who have accumulated wealth, and are looking to grow and protect it. This program is for clients who have a minimum of $250,000 to invest.

We work closely with clients to create a customized approach to managing their wealth.