Your WHealthcare™ Advisor

After graduating with a BS in finance, Russ Weiss started working as a wealth advisor n January, 2001.   During his career as a Certified Financial Planner TM, Russ realized the important relationship between behavior, money and health.  Recognizing the long term benefits, he created this unique offering that integrates health and wealth planning into a holistic approach to lifestyle and money management. 

Throughout my 20 years of helping families successfully manage their wealth, I came to understand the similarities in our behavior and decision making when caring for our money and health.  Overtime, I developed a service to help people comprehend the benefits of a coordinated effort and a more holistic approach  to managing money, health and medical costs.   As health care expenses have risen and dominate family resources and mindset, it became apparent the need to integrate wealth and health planning, decisions and resources to to live a life well lived.   Interested in a better way o living or have questions about our unique experience, contact Russ, your WHealthcare Advisor, we look forward to hearing from you

 We believe that success is built on understanding, accountability and being proactive. We start by understanding your resources, lifestyle, vision and perspective.  We then design a financial plan around you, discuss the possibilities, and ensure action is taken.  As you focus on living, we help you understand how to manage your finances, lifestyle, healthcare costs and habits to successfully meet your ideal life.  

Russ has used his industry experience and network of professionals to create a seamless experience to achieve success.  His direct approach bears out his commitment to ethics and integrity. He is a Certified Financial Planner focused on being a fiduciary providing unbiased recommendations and impartial guidance.