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 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

Critical Estate Documents
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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."