Financial Wellness
Your Future, Our Focus – Building Financial Wellness through Strategic Planning and Secure Retirement Solutions, ensuring a lifetime of guaranteed income.
Welcome to Wealth Well Financial,
At WealthWell, we believe true financial wellness goes beyond numbers—it’s about building a solid foundation for your entire life. Our mission is to empower you with personalized financial strategies that not only secure your future but also bring balance, clarity, and confidence to your journey.
From strategic 401k planning—including consolidating accounts during job transitions—to Guaranteed Retirement Income, we design customized solutions to replace your paycheck, protect your wealth, and provide peace of mind. Whether you’re planning solo, as a family, or as a self-employed professional, we’re here to guide you toward a worry-free retirement that aligns with your goals and values.
At the heart of everything we do is the WealthWell Foundations approach, built on four essential pillars:
Financial Health: Providing stability and resilience for a secure future.
Mental Clarity: Reducing financial stress so you can focus on what truly matters.
Purpose-Driven Living: Helping you align your financial goals with your values to create a life of meaning and abundance.
Physical Vitality: Ensuring your financial plan supports the balanced, healthy lifestyle you deserve.
We recognize that a strong foundation in these areas is the cornerstone of not just a successful retirement, but a fulfilling life. That’s why our tailored solutions address the unique challenges of:
Solo retirees, who plan independently for security and peace of mind.
Women, who navigate income gaps, longevity, and family responsibilities with tailored strategies.
Self-employed individuals, who build their financial futures without traditional workplace benefits.
At WealthWell, we know that no two retirement plans are the same. That’s why we create resilient, personalized solutions rooted in our Four Pillars, designed to replace uncertainty with confidence, and stress with peace of mind.
By addressing life’s biggest stressor—financial uncertainty—we help our clients achieve their dreams, protect what matters most, and live with purpose. Together, we’ll build a roadmap to your best life: balanced, secure, and abundant.
Róisín O’Brien,
Founder & CEO - Wealth Well Financial
At WealthWell Financial, I created WealthWell Foundations to help clients build a strong, lasting base for their financial future—so they can feel confident no matter what life brings. Inspired by my own experiences watching my single mother navigate the complexities of creating her retirement plan, I developed this approach to provide the kind of guidance and stability I wished had existed for her. Seeing the challenges she faced drives my passion for helping others achieve financial security and peace of mind.
My approach is simple: I listen to your goals, answer your questions, and tailor a strategy that reflects your unique financial vision and values. Whether you’re consolidating 401ks after a job transition or planning for retirement, my mission is to help you maximize your savings and secure a guaranteed income for life. I believe I have the power to make an impact, and I bring that commitment to every client I serve.
At the core of WealthWell Foundations are the Four Pillars of Financial Wellness: Financial Health, Mental Clarity, Purpose-Driven Living, and Physical Vitality. These pillars create a balanced foundation for a fulfilling life, ensuring your retirement plan supports not just your financial future but your overall well-being.
With experience addressing the distinct retirement needs of solo retirees, women, and self-employed professionals, I’m here to help you navigate retirement planning on your own terms. I believe that financial well-being, physical wellness, and a sense of community go hand in hand, creating a balanced foundation for a fulfilling life.
When I’m not helping clients achieve their financial goals, you’ll find me in the mountains, trail riding, practicing mindfulness, and connecting with my community. This holistic approach informs my work, supporting clients in building wealth that sustains both their lives and their dreams.
At WealthWell, we’re guided by integrity, excellence, and a commitment to deeply understanding each client’s unique needs and goals. With the WealthWell Foundations approach as the cornerstone of our process, we ensure you feel supported, empowered, and ready to embrace a secure future with confidence and financial wellness, knowing your plan is uniquely tailored to your goals and values.
How WealthWell Supports You: Secure, Empowered Financial Wellness.
At WealthWell, our fiduciary commitment ensures you receive a comprehensive plan that reflects all your accounts—not just those with us. This personalized service comes with no advisory fee. Beyond the plan itself, we’re here as your dedicated partner, guiding you, cheering you on, and helping you stay on track toward a secure and fulfilling financial future.
Guaranteed Income for Life: Creating Your Retirement Paycheck :
Early and Semi-Retirement Planning:
Roll Over 401(k), 403(b), or TSP Accounts When Transitioning Jobs or Consolidating Retirement Accounts into an IRA:
Financial Wellness for Women: Closing the Retirement Gap:
Ongoing Partnership and Guidance:
On Your Own Terms Building a Solo Retirement You’ll Love:
Creating Your Retirement: Solutions for the Self-Employed:
Collaborative Expertise :
Connecting you with trusted tax professionals, attorneys, and specialists in trusts, probate services, charitable giving, estate planning, and tax planning.
Imagine Yourself Waking Up Each Day, Stress-Free, Living Life to the Fullest—Confident You’ve Created the Perfect Retirement.
Take Care of Your Financial Future
Let’s Start with a Conversation That Matters: At WealthWell, building financial wellness begins with a genuine, honest conversation. It’s about going beyond the numbers to understand what truly matters to you. Let’s connect and explore the vision you have for your life.
Create Your Life by Design: Together, we’ll incorporate your purpose and priorities as the foundation of your financial plan, ensuring your future aligns with what you value most—whether you’re planning as a solo retiree, a self-employed professional, or as part of a family.
Make Confident Financial Decisions: Through thoughtful, strategic planning, we’ll help you make empowered decisions that secure your future.
Be Equipped, be Assured, be Empowered: At Wealth Well, we’re here to provide the tools, guidance, and support to ensure you’re equipped with the knowledge and confidence to take control of your retirement.
Dare to Achieve Your Financial Future
Organizing your finances goes beyond just saving—it’s about building a strong foundation for lifelong financial wellness.Whether you’re a solo retiree, a self-employed professional, or preparing as a family, the WealthWell Foundations program is here to help you create a secure financial future. With this program, you’ll gain a clear, consolidated view of your financial landscape and actionable insights to confidently move toward the future you envision—on your terms.
Create a Solid Foundation. Build a Secure Future.
At WealthWell, we believe a secure future starts with a strong, risk-free foundation. We’re more than just expert planners—we’re empathic partners who guide you, cheer for you, and hold you accountable every step of the way. Through our WealthWell Foundations program, we align your values with a strategy built for stability and growth, adaptable to the unique needs of solo retirees, self-employed individuals, and families, so you can move confidently toward a secure future.
Experience Financial Wellness with WealthWell Foundations: Secure, Empowered, and Built Just for You.
Dream It
Book a meeting where you’ll share your goals and dreams. We’ll listen closely to understand your unique vision for retirement—whether you’re planning solo, as a self-employed individual, or as part of a family—building a foundation rooted in financial wellness and what matters most to you.
Plan It
With financial wellness as our guide, we’ll craft a clear, personalized retirement plan with actionable steps, helping you move confidently toward the future you envision.
Live It
As you step into retirement, we’ll be by your side, actively managing and adjusting your plan to support ongoing financial wellness—so you can enjoy peace of mind and financial security for life
Our Purpose at WealthWell: Your Financial Wellness, Our Priority.
At WealthWell, we’re dedicated to helping you build a strong relationship with money, plan for retirement, achieve financial wellness and balance in life. We believe that financial security and happiness go hand in hand, and we’re here to guide you on your financial journey—creating wealth as a positive force for good and a lasting legacy.”
“Each person’s financial situation is unique, whether you’re planning solo, as a self-employed professional, or as part of a family. Our mission is to help you make strategic choices to secure your future. Don’t put off reaching key financial milestones; we’re here to clarify the goals that matter, empowering you to live abundantly in retirement and write your own money story.
Why Choose Wealth Well for Your Financial Wellness?
At Wealth Well, we understand that financial wellness is more than numbers—it’s about building a life that aligns with your values, goals, and dreams. Here’s what you can expect when you partner with us:
Personalized and Tailored Solutions
We believe that every financial journey is unique. That’s why we create strategies that are customized to your individual goals and financial needs, ensuring your plan reflects what matters most to you.
Strategic 401k and Federal Account Rollovers
Our expertise in 401k, TSP, and other federal account rollovers helps you consolidate and maximize your retirement savings, whether you’re transitioning jobs, preparing for retirement, or simply seeking a safe, stable foundation. We focus on placing your funds in secure accounts designed to protect against market volatility, providing a clear, actionable path toward lasting financial security and peace of mind.
Guaranteed Retirement Income
We focus on secure, risk-free retirement solutions that replace your paycheck with guaranteed income for life, providing you with the confidence and peace of mind to enjoy retirement fully.
Comprehensive Financial Wellness
We go beyond managing wealth. Our holistic approach supports all stages of your financial life, creating security today and prosperity for the future.
Legacy and Generational Wealth
We believe in building wealth that extends beyond retirement. Our strategies help you create a legacy with a lasting impact for generations, reflecting your values and ensuring financial security for your loved ones.
Testimonial