Healthspan Wealth LogoHealthspan Wealth

Where Health Planning Meets Wealth Planning

Healthspan Wealth connects families and advisors with vetted healthcare, wealth management, estate planning, and lifestyle experts. We help clients of all ages and life stages live healthier, longer and more fulfilling lives by simplifying complex decisions and providing relevant solutions.

$1.2M+ saved through prevention

Proactive health investments (approx. $10,000 annually) can save over $1.2 million in potential lifetime costs associated with managing chronic conditions like Type 2 diabetes or heart disease.

3.1 years of life gained

If a 50-year-old invests ~16 weeks of total exercise time over 30 years (150 minutes per week), they will get approximately 3.1 additional years of life back.

2% invested, 10x returned

The Cost: Approx. 2% of your time (150 minutes/week) and consistent, healthy choices. The Return: A potential 10x or more gain in healthy, high-functioning years.

Who We Serve

Healthspan Wealth connects professionals with families navigating life's most important decisions.

Professionals

Advisors, healthcare providers, and legal professionals gain new ways to deliver clarity and strengthen client trust when navigating the most difficult life transitions.

Simplifying Life's Most Complex Decisions

Changes to your health introduce complexity, but it doesn't have to mean uncertainty. Healthspan Wealth connects families and advisors with a curated ecosystem of solutions for both care and planning, ensuring everyone receives the right support at the right time.

Family planning together

Our Services

Comprehensive support for every life stage

Health & Caregiving

From medical concierge services to care management and in-home support, we help advisors connect clients and families with vetted, high quality resources to help navigate transitions, manage health events and ease the challenges of aging.

Why Families and Advisors Trust Us

Health, wealth and lifestyle are inextricably linked. Our platform delivers clarity, connection and control through every step of our journey together.

Evergreen Discovery

Next best actions, family trees of choice, and meeting prep from systems of record—making client discovery accessible, repeatable, and scalable.

Contextualized Advice

The right questions, non-financial resources, and guidance for changing circumstances—delivered in-context when you need them.

Event-Based Journeys

Human-centered decision-making enhanced by AI creates step-by-step journeys with inline resources, unique to each client.

One Team, Language and Platform

Secure, centralized messaging with compliant nudges keeps financial, health, and legal teams aligned in one intuitive platform.

Ready Resources

Support for major changes, new diagnoses, or navigating loss. Curated content and journeys for families and their professional teams.

Built by Professionals for their Clients

50+ years of combined experience helping you and your clients navigate life transitions with confidence.

Life in Full Bloom

Healthspan goes beyond planning for the future. It's about living fully today while preparing wisely for tomorrow.

Help Your Clients Live Longer, Better With Healthspan Wealth

Healthspan Wealth is a human-centered platform with AI support for financial, healthcare, and legal professionals and the families they serve.