WellthPartner is a non-traditional Wealth Management Firm.
Our thesis: wealth is a rainbow; money is one of the colors. We come alongside and partner with clients by lifting burdens and providing resources so they can experience their true wealth โ their well-being, or โwellthโ.
๐ช๐ต๐ฎ๐ ๐ ๐ฎ๐ธ๐ฒ๐ ๐ช๐ฒ๐น๐น๐๐ต๐ฃ๐ฎ๐ฟ๐๐ป๐ฒ๐ฟ ๐จ๐ป๐ถ๐พ๐๐ฒ?
โข ๐ข๐๐ฟ ๐ฃ๐ฟ๐ผ๐ฐ๐ฒ๐๐: Our proprietary process establishes our clientsโ financial planning and investment architecture firmly in the context of their overall sense of well-being. We believe one cannot effectively do the former without the latter.
โข ๐๐ฒ๐๐ ๐ผ๐ณ ๐๐น๐ฎ๐๐ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ๐: WellthPartner is a part of an award-winning Registered Investment Advisory (fiduciary) domiciled in the Financial District of Manhattan: Arax Investment Partners. We are a $20Bn firm which employs a boutique and high-touch approach to an outstanding client experience.
โข ๐๐ฒ๐ฎ๐น๐๐ต ๐ฎ๐ป๐ฑ ๐ช๐ฒ๐น๐น๐ป๐ฒ๐๐ ๐๐ป๐๐ฒ๐ด๐ฟ๐ฎ๐๐ถ๐ผ๐ป: Once the financial dimension of well-being is addressed, we have a powerful suite of client benefits designed to help clients thrive in the other dimensions of their true โwellthโ. These benefits are offered at no extra cost to our already low traditional wealth management fee structure.
At WellthPartner, we are redefining what it means to manage wealth. We help clients live with peace, purpose and fulfillment across all the dimensions of their well-being.
Company Details
- Employees
- 3
- Address
- 3870 Mark Dabling Blvd, Colorado Springs,colorado 80907,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.wellthpartner.com/
- Keywords
- Colorado Springs.
- HQ
- Colorado Springs, Colorado
Wellthpartner Questions
Wellthpartner's website is https://www.wellthpartner.com/
Wellthpartner's LinkedIn profile is https://www.linkedin.com/company/wellthpartner
Wellthpartner has
3 employees.
View email and phone details for 3
employees at Wellthpartner.
Wellthpartner's industry is
Financial Services
Wellthpartner's top competitors are
Kenota Health,
Rtd Financial,
Maverick Trading,
Sentitrend,
Mission Wealth,
Centurion Publishing.
Wellthpartner's categories are Financial Services
