Because healthcare is wealthcare

We advise family offices and their clients on critical, complex healthcare issues that require — and deserve — discreet, bespoke advice.

Expand your access to quality care

We offer our time, connections, and expertise at every point in the healthcare journey:

  • Managing new diagnoses

  • Locating best-in-class providers

  • Arranging elder care

  • Assessing treatment options

  • Providing second-opinion services

  • Identifying top-tier health plans

  • Finding emergency caregivers

  • Managing chronic illness

  • Guiding through substance abuse

  • Supporting mental health

Healthcare advice that mitigates risk. Independent, unbiased.

  • Holistic Approach

    Because most healthcare needs are complex, we advise on all aspects: insurance, physical and behavioral health, and addiction treatment.

  • Multi-Disciplinary Experts

    Our diverse team vastly expands your access to best-in-class healthcare, regardless of where you live or who you know.

  • Better Outcomes

    We facilitate the seamless sharing of important information so nothing falls through the cracks.

Advisory packages

Our retainer services are customized to fit each client’s specific requirements. Contact us at info@wellworthadvisors.com to learn more.

Our mission

We discreetly steer you towards the best possible outcomes, minimizing healthcare and financial risk.