Broker Check

Philosophy

"If you don’t have a tax plan, you don’t have an investment plan."  –Clint Gault

At Wealth Health, LLC, we combine financial planning, tax preparation and advising as well as legal services under one roof. Our proactive and holistic approach has created a niche market in the wealth management arena fully integrated with your needs.

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?