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About Us

We are more than just an asset management company.  At Wealth Health, LLC we combine financial planning, tax preparation and advising, and legal services under one roof.  Our focus is working in-and-through the tax code to maximize wealth.  If you don’t have a tax plan, you don’t have a true comprehensive financial plan.  Our team has developed and refined a system called the Wealth Health TC3 Process providing Total Control, Clarity and Confidence. 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!

With an emphasis on retirement planning for individuals in Ohio and South Florida, we aim to answer the two most prevalent questions:

  1. Do I have enough to retire?
  2. Do I have any blind spots?