Wealth Health

Wealth Health, LLC is a financial planning firm based in Avon, Ohio. The company employs three people and generates $2.5 million in annual revenue. Wealth Health, LLC specializes in providing comprehensive financial solutions by integrating financial planning, tax preparation and advising, and estate planning services under one roof. Wealth Health, LLC focuses on retirement planning for individuals in Ohio and South Florida. Their team utilizes a proprietary system called the Wealth Health TC3 Process, which aims to provide clients with Total Control, Clarity, and Confidence through a tax-focused approach to financial planning. They address two key retirement concerns: ensuring clients have sufficient savings and identifying potential financial blind spots. Wealth Health, LLC differentiates itself by offering a team-based approach to financial planning, leveraging the unique skills and expertise of its members to deliver integrated solutions tailored to each client's needs. They also offer a complimentary planning meeting and a risk tolerance assessment tool through their website, diagnosemywealth.com. Wealth Health, LLC can be reached at 35651 Detroit Road, Avon, OH 44011. Clients can also contact them via email at [email protected] or by phone at 440-937-1551. Securities and advisory services are offered through Cetera Advisors LLC, a member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.