Strategic Financial Planning Services

Our comprehensive approach to financial planning takes the complexity out of managing your money. Let us help you create a clear strategy tailored to meet your unique goals.

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WHY CHOOSE WEALTHSTEAD?

Feel confident in your financial plan.

With 110 years of collective experience across all financial disciplines, you can rest assured that there is no stone left unturned when it comes to your financial plan. We leverage each other’s expertise to ensure we’re delivering the most strategic and thorough guidance for your best interests.

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Financial Planning

YOUR PATH TO FINANCIAL INDEPENDENCE

Gain continued guidance towards financial independence based on your unique goals. We use a bespoke approach to thoroughly consider and optimize all aspects of your financial situation.

Retirement Planning

A CLEAR VISION OF WHAT LIES AHEAD

Gain support to navigate this transition confidently. We provide detailed, year-by-year financial plans, a clear path from now until life expectancy and sufficient capital to meet life goals.

Investment Planning

SPECIALIZED GUIDANCE TOWARD YOUR GOALS

Grow your wealth with ongoing, dynamic investment management focused on value and customization. Our specialized team builds an individualized plan that aligns with your goals.

Employer Retirement Plans

SUPPORT FOR YOU AND YOUR EMPLOYEES

Gain hands-on support for your employer retirement plans that benefit you and your employees. We offer 401k planning for all entities, from start-ups to schools to corporations.

Risk Management

PROTECTION FROM OBSTACLES ALONG THE WAY

Plan ahead for life’s unexpected swings. Our team of professionals creates a strategy to anticipate and mitigate potential risks from life insurance to long-term care and more.

Special Requests

ANSWERS TO ANY OF YOUR FINANCIAL QUESTIONS

Find the answers to your financial uncertainties. Have a specific request? Don’t hesitate to reach out to our team for a consultation. We’re here to help you plan for the future, today.

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 & Trading

John has the answers when it comes to custom solutions dealing with trusts, estates, and complex trading situations.

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Frequently Asked Questions

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Are you a fiduciary?

Yes, we are fiduciaries. This means we are legally and ethically required to act in your best interest at all times. We prioritize your needs above our own, providing personalized and professional advice designed to help you achieve your financial goals with integrity and transparency.

What is your fee structure?

We offer a transparent and straightforward fee structure. Our services are typically charged fee-based, which may include hourly rates, flat fees, or a percentage of assets under management (AUM). This approach ensures there are no hidden costs or conflicts of interest, allowing us to focus solely on providing you with the best possible financial advice tailored to your needs.

What are our qualifications?

Our team comprises highly qualified financial professionals with credentials such as Certified Financial Planner (CFP), Investment Advisor Representative (Series 65 Uniform Investment Advisor Law Exam), Investment Company/ Variable Contracts Limited Representative (Series 6), Uniform Securities Agent (Series 63 Uniform Securities Agent State Law Examination), and Life, Health and Annuity Insurance Agent.

How can I get in touch with you?

Click the contact us button below, or give us a call today, our phone number is at the bottom of this page.

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Ready to learn more?

Fill out our contact form and someone will be in touch with you shortly. A better financial future lies on the other side of a quick introductory conversation.