WHO WE ARE
SERVE FIRST, LAST AND ALWAYS.
1975
Timeless Experience
Our history and values.
For over 50 years, Wealthstead has been a proud pillar in the world of financial advisory, originally providing retirement plans and accounts to non-profit sectors including teachers, hospitals, and various organizations. As clients began to accumulate savings and build wealth, they naturally sought more extensive guidance and answers from their advisors. In response, Wealthstead evolved to prioritize holistic planning and independent advice, laying the foundation for the comprehensive services we offer today.
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Collaborative
Our clients are our most valuable asset, and we work hard to collaborate with them every day.
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Integrity
We uphold the highest standards of integrity in every decision we make.
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Clarity
We believe in clear communication and transparent processes to ensure our clients are fully informed
Professionalism
We maintain a high level of professionalism in all our interactions and services.
FINANCIAL PLANNING PROFESSIONALS
Your Hands-on Financial Guides
MEET THE WEALTHSTEAD TEAM
Planning for All of Life's Swings
Our comprehensive approach transforms the often daunting task of financial planning into a straightforward journey toward your aspirations. By crafting personalized, actionable strategies, we demystify the process and help you stay on track to reach your unique goals. Our holistic guidance provides you with confidence and clarity, and prepares you to better navigate all of life’s unexpected twists and turns.
Whether you're just starting your career, planning to expand your family, or preparing for a well-deserved retirement, our services are designed to accommodate individuals from all walks of life. At Wealthstead, we believe that financial security and prosperity should be accessible to everyone, and we are committed to devising plans that reflect your unique path and aspirations.
GET THE EXPERTISE OF OUR ENTIRE TEAM
Wealthstead takes a team approach
Jason Walker
Plan coordinator
Takes time to understand the needs and goals and brings in the right group of experts to provide custom solutions.
Vladimir Nikitenko CFP®
Investment coordinator
Starting from investment audit and ending with portfolio management, Vladimir digs into your investments and leaves no stone unturned.
Rosty Tkachenko
Brokerage & Insurance coordinator
Some solutions require risk management and Rosty understands who to partner with and how to manage risk.
Scott Braswell
Employer Plans & Benefits
From participant engagement to plan benchmarking, Scott has decades of experience in every aspect of employer retirement plans and group benefits.
John Hydrick CFP®
Trust Planning
John has experience working with custom solutions, trusts, estates, and complex trading situations.
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