Broker Check

35651 Detroit Road Avon, OH 44011

(440) 937-1551
Client Login

A Single Team

Who Does It All. 
One Team. One Focus. You.

Learn More

Our Family

Working for your family

Learn More

Helping You

Manage the changing face of life

Learn More

What's Your Risk Number

Together we can take the guesswork out of your financial future. 

Learn More

Working In-and-Through the Tax Code to Maximize Wealth 

Providing

Total Control, Clarity, & Confidence

Our team has developed and refined  a system called the Wealth Health TC3 Process. You are our priority and we have built our firm around helping you succeed. "Life happens", and when it does, know that we will be here for you and your family!


Contact us today to get started.

Do you know how risky your portfolio is? This unique tool will help you understand your own risk tolerance and volatility that you can expect from your portfolio.

Our Process
Learn more
Our History
Learn more

Our TC3 Process

Focused On You

Our team at Wealth Health has developed and refined a system that helps create, protect, and preserve your wealth.  It's not about what you make, but rather what you keep, and our proprietary TC3 Process works in-and-through the tax code, giving you Total Control, Clarity, and Confidence on achieving what is most important to you.

Learn more

"The question in retirement is not how much money I can take from my accounts; The question is what I will receive after taxes and above inflation."

- Clint W. Gault, JD, AIF

Our Unique Approach

Designed for You

“It is not just about the tax laws of today that relate to your investments that matter, but what is to come tomorrow and how to plan in advance for it, when deciding what team is proactively guiding you. #Tax&JobsActof2017 #SECUREActof2019 #CARESActof2020 #ExpirationofTax&JobsActin2025 “

- Clint W. Gault, JD, AIF

Learn more

“If you don't have a tax plan, you don't have a financial plan”

- Clint W. Gault, JD, AIF

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

 

3 Tiered Approach

 

Ohio / Florida

 

Q & A Videos

 

Community Involvement

 

Tax

 

Investment

 

Estate

 

Calculators

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Tell Us How We Can Help You Today

Thank you!
Oops!

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."