Health & Wealth Works LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Health & Wealth Works LLC serves individuals, small businesses and retirement plans with customized financial planning, investment consultation, and portfolio oversight. Its planning services cover cash flow and budgeting, retirement and education funding, risk management, estate planning, tax strategies, and divorce consultation, and the firm also offers periodic educational workshops on personal finance topics.
The firm’s investment work combines fundamental and technical analysis with elements of modern portfolio theory and passive investing, recommending mutual funds, ETFs, individual equities, REITs and MLPs as appropriate. Portfolios are managed on a non‑discretionary basis, and the firm may refer clients to third‑party investment managers for discretionary implementation and ongoing management.
Noteworthy features include that the firm manages approximately $1.4 million primarily on a non‑discretionary basis, a model that is less common among independent peers, and it provides complimentary educational workshop sessions in addition to one‑on‑one planning and retirement plan consulting. The firm’s principal is also a licensed insurance agent and may receive commissions on insurance or annuity recommendations, a compensation relationship the firm discloses as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $150,000: 1.00% annually $150,000+: 0.75% annually
Licensed insurance agent earns commissions and renewals from insurance products; no commissions on securities transactions.
$60 per hour, billed in 30-minute increments for financial planning services.
Main office
Henrico VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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