WellthPartner

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 – their well-being, or ‘wellth’. 𝗪𝗵𝗮𝘁 𝗠𝗮𝗸𝗲𝘀 𝗪𝗲𝗹𝗹𝘁𝗵𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝗨𝗻𝗶𝗾𝘂𝗲? • 𝗢𝘂𝗿 𝗣𝗿𝗼𝗰𝗲𝘀𝘀: Our proprietary process establishes our clients’ 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. • 𝗕𝗲𝘀𝘁 𝗼𝗳 𝗖𝗹𝗮𝘀𝘀 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: 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. • 𝗛𝗲𝗮𝗹𝘁𝗵 𝗮𝗻𝗱 𝗪𝗲𝗹𝗹𝗻𝗲𝘀𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: 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 ‘wellth’. 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.