About Us

The Strength Of Experience

There is a better way to financial security: Wealth RX XelloratorTM financial planning. Only Wealth RX offers you exclusive access to a broad range of tools to accelerate your financial success including WealthRXTM Advisors Network of personal and business advisors, and My Financial CoachTM executive financial planning.

Whether you are seeking for your own personal wealth and financial services, or managing your company bringing the best-in-practice corporate insurance, Wealth RX Advisors is a diversified insurance and investment firm. Our services help individuals and businesses preserve and grow your wealth through objectively and carefully considered financial goals.

Services for Individuals & Businesses

  • Individual & Executive Financial Planning

  • Asset Management

  • Qualified & Non-Qualified Retirement Plans

  • Health Care Planning

  • Insurance & Risk Management

  • Employee Benefits & Human Resources

  • Income & Estate Planning

  • Business Valuations & Succession Planning

Why Us?

Wealth RX Advisors

The Best Time is Now

In times of economic and market turmoil, the need for thoughtful financial planning becomes a priority. Wealth RX is here to provide a calm, clear-headed review of your current financial positions, understand your financial goals, and offer intelligent guidance.

Employer & Employees

We work with employers to offer their key executives and employees a holistic financial planning process that pulls information together from every source and assembles it in one at-a-glance online application. More importantly, we provide dedicated and unbiased advice, personalized financial plans, and individual financial coaching. We partner with employers to create increased productivity and retention of top performers.

Private Investment Strategies

Remaining focused on your long-term retirement goals can be stressful as market volatility reaches new highs. We help you navigate market ups and downs and help you tune out the market static that can lead to poor financial decisions. Wealth RX is committed to helping you reach your goals.

The Power of Wealth RX

Wealth RX is a member of the Wealth RX Advisors Network. Wealth RX was founded to bring together many companies and professionals, serving all aspects of personal and business financial services. Through Wealth RX, we offer our clients access to elite advisors, and through our ownership interest in Lion Street™, our network of professionals extends across the country.