Wealth & Wellness

Imagine a world where every individual has a financial and wellness plan.
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The harsh reality is that more than 90% of people don’t have access to trustworthy financial or wellness guidance. They are navigating the murky waters of the financial & wellness system alone, falling prey to predatory practices, and sinking deep into the paycheck-to-paycheck cycle where one's wellbeing is sacrificed.
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At Wealth & Wellness, we set out to redefine wealth. Our mission is to create a rich synergy between wealth and wellness where wealth is a healthy balance across the 8 dimensions of wellness:

1. Mental Health
2. Emotional Health
3. Physical Health
3. Spiritual Health
4. Financial Fitness
5. Energy Management
7. Professional Development
8. Social Health / Relationships

We’re waking up to a new luxury, WELLNESS. So we provide our clients with the right tools & resources to integrate all 8 dimensions in their lives, including financial planning. We ultimately want to help our clients create the right financial & wellness plan for them to enjoy a life with good overall health, financial fitness, deep & meaningful relationships and much more.

In the financial arena, we have partnered with Transamerica, one of the largest financial firms, whose passion is using this link between wealth and health to optimize how they help people plan for the future. The reason is simple: without health, wealth is harder to achieve and maintain. Transamerica has been helping people feel better about the future for more than 100 years. They provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S.

In the health arena, we have partnered with Inside Tracker, to provide you with an ultra-personalized nutrition system that analyzes data from your blood, DNA, and habits.

For more information about our firm and the services we offer, send us a quick email or a direct message.

Warm Regards,

Fiorella Misenti
CEO & Founder