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The Intersection of Aging Science and Wealth Management
Founded by two pioneering scientists in longevity and two highly experienced financial advisors, Wealthspan Advisors blends cutting-edge health insights with decades of financial expertise. Their mission is to empower clients to reach their peak wealth and health by considering the deep connections between these two essential areas.
Wealthspan Advisors integrates the science of aging directly into wealth planning, creating a hyper-focused, personalized strategy based on your unique health and financial profile. By considering both your lifespan and healthspan—and addressing any differences with those of your spouse—they guide you through a conversation that, while unique, is essential for making well-informed financial decisions that support long-term wellness and wealth.
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​At Wealthspan Advisors, we dedicate time to understanding you—your unique financial situation, aspirations, and personal circumstances—so we can collaboratively design a plan tailored to achieving your goals. Our focus covers essential areas, from risk management and income distribution to RMDs, tax strategies, estate planning, and supporting your longevity. Every recommendation we make is purposefully selected to align with your objectives, ensuring that our commitment is solely to helping you reach your financial and lifestyle goals.
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As fiduciary advisors, we are committed to providing recommendations solely in your best interest, free from conflicts of interest or external pressures, regardless of compensation. Our independence means we have no sales quotas or proprietary products, allowing us to deliver unbiased, objective financial advice. Every recommendation we make is carefully chosen with your unique goals and best interests as our primary focus.
“The reason why most people face the future with apprehension instead of anticipation is because they don’t have it well designed.”
... Jim Rohn
People who plan ahead often enjoy happier, healthier, and wealthier lives as they age. While age-related challenges, such as health issues and their associated costs, can impact everyone, the outcomes can vary dramatically based on how, when, and whether we prepare for them. Proactive planning can make a profound difference in navigating these events with greater stability and resilience.
Request Our book
We're excited to offer a complimentary copy of our new book entitled...
Pursuing Wealthspan
How Science is Revolutionizing Wealth Management
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