ABOUT US

The new way to think about finances

People want to live long, healthy lives with the financial means to do so. They’re concerned about healthcare costs, retirement readiness, and protecting their family’s quality of life. We’re committed to helping them plan for every part of that journey — because a financial strategy is about more than dollars and cents.


While our focus and experience is rooted in more than 100 years in financial services, we know discussing and promoting good health today can help protect and preserve wealth tomorrow.


What good is wealth if you're not healthy enough to enjoy it?

When creating a financial strategy, healthcare costs should be near the top of the expense list. We help people prepare by providing solutions that consider the whole picture. That’s the power of the Wealth + HealthSM connection.

How we make the Wealth + Health connection

We engage in relationships with like-minded organizations, develop educational resources, and promote forward-thinking Wealth + Health strategies.
A group of people discussed the variety of investments

Education on saving and planning for financial security in retirement

A group of people discussed the variety of investments

Education on health coverage and personal health and wellness

A group of people discussed the variety of investments

Global research and education on longevity and retirement

A group of people discussed the variety of investments

Dedicated to fighting heart disease and stroke

A group of people discussed the variety of investments

Improving the lives of older people and their caregivers

A group of people discussed the variety of investments

A research collaborative at Georgetown University

>$363,000

The average amount a retired couple today can expect to pay for healthcare expenses in retirement.

-“2018 Retirement Healthcare Costs Data Report,” HealthView Services, 2018

Prepare for the expected — and the unexpected

A woman exercises by climbing the stairs

Save

Families should consider their whole financial picture, including healthcare costs.
A woman exercises by climbing the stairs

Invest

Small, simple steps can help people work toward a secure financial future and prepare for the expected (and unexpected).
A woman exercises by climbing the stairs

Protect

Making smart physical and financial decisions now could mean reduced healthcare costs and stress down the road.
A woman exercises by climbing the stairs

Retire

It’s never too early to start the retirement conversation. Pursue the quality of life you and your family deserve.

Following healthy habits today can help reduce healthcare expenses now and down the road, which may also result in additional investable assets.

Resources for your Wealth + Health