Health & Wealth Works LLC

Overview

Health & Wealth Works LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm operates primarily as a capital allocator: it builds client programs using third‑party managers alongside pooled and individual investment vehicles rather than running large in‑house proprietary products. Fee arrangements include a percentage of assets under management as well as hourly charges, and the practice appears oriented toward hands‑on planning and advisor‑led portfolio construction rather than institutional-scale discretionary mandates. The adviser does not position itself as an ESG investor and is not structured as a multi‑state adviser. Its advisory activities emphasize personalized planning, selection of outside managers when appropriate, and client education through workshops or seminars, which suits a client base that may value guidance and curated access to outside investment expertise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices