Invest in Your Wellness Journey

About Us

Welcome to WellnessInvests, where we are pioneering a new approach to financial management—one that harmonizes wealth creation with personal well-being. Founded on the principle that true prosperity is more than just numbers in an account, we are dedicated to helping our clients achieve holistic financial wellness.

Our journey began with a simple observation: traditional financial planning often overlooks the most critical asset of all—you. Financial stress is a significant detractor from overall health and happiness. We believe that by integrating mindfulness, purpose, and wellness principles into investment strategies, we can create a more sustainable and fulfilling path to financial freedom.

Our team consists of certified financial planners, seasoned investment analysts, and accredited wellness coaches who work collaboratively to provide you with a comprehensive, personalized plan. We look beyond the markets to understand your life goals, your values, and your vision for the future.

Privacy Policy

Your privacy is critically important to us. At WellnessInvests, we have a few fundamental principles: We are thoughtful about the personal information we ask you to provide and the personal information that we collect about you through the operation of our services. We store personal information for only as long as we have a reason to keep it. We aim for full transparency on how we gather, use, and share your personal information.

Information We Collect

We only collect information about you if we have a reason to do so—for example, to provide our Services, to communicate with you, or to make our Services better. We collect this information from three sources: if and when you provide information to us, automatically through operating our Services, and from outside sources.

How We Use Information

We use information about you to provide our Services to you, to monitor and analyze trends and better understand how users interact with our Services, and to communicate with you about offers and promotions offered by WellnessInvests and others we think will be of interest to you, solicit your feedback, or keep you up to date on WellnessInvests and our products.

Terms & Conditions

By accessing this web site, you are agreeing to be bound by these web site Terms and Conditions of Use, all applicable laws and regulations, and agree that you are responsible for compliance with any applicable local laws. If you do not agree with any of these terms, you are prohibited from using or accessing this site. The materials contained in this web site are protected by applicable copyright and trade mark law.

Use License

Permission is granted to temporarily download one copy of the materials (information or software) on WellnessInvests's web site for personal, non-commercial transitory viewing only. This is the grant of a license, not a transfer of title, and under this license you may not: modify or copy the materials; use the materials for any commercial purpose, or for any public display (commercial or non-commercial); attempt to decompile or reverse engineer any software contained on WellnessInvests's web site; remove any copyright or other proprietary notations from the materials; or transfer the materials to another person or "mirror" the materials on any other server.

Disclaimer

The materials on WellnessInvests's web site are provided "as is". WellnessInvests makes no warranties, expressed or implied, and hereby disclaims and negates all other warranties, including without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights.