About Wellness Capital Management
Wellness Capital Management is a financial advisory firm that specializes in providing investment management and financial planning services. The firm focuses on helping clients achieve their financial goals through a holistic approach that integrates wellness and financial health. They offer a range of services including portfolio management, retirement planning, and wealth management, tailored to meet the unique needs of individuals and families. The firm emphasizes the importance of aligning financial strategies with personal values and wellness objectives, ensuring that clients not only achieve financial success but also enhance their overall quality of life. With a team of experienced professionals, Wellness Capital Management is committed to delivering personalized service and expert guidance to help clients navigate the complexities of financial planning in today's dynamic market.
Company facts
- Industry
- Financial Services
- Sub-industries
- Investment Management, Wealth Management, Financial Planning, Retirement Planning, Advisory Services
- Location
- New York, United States
- Employees
- 1–10
- Revenue (USD)
- <1M
Products and services
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