Healthspan Wealth connects families and advisors with vetted healthcare, wealth management, estate planning, and lifestyle professionals. We help clients of all ages and life stages live healthier, longer and more fulfilling lives by simplifying complex decisions and providing relevant solutions.
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.
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.
The total addressable market for financial planning, healthcare coordination, and lifestyle services represents approximately $500 billion annually in the United States.
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.
Comprehensive support for every life stage
Health, wealth and lifestyle are inextricably linked. Our platform delivers clarity, connection and control through every step of our journey together.
Next best actions, family trees of choice, and meeting prep from systems of record—making client discovery accessible, repeatable, and scalable.
The right questions, non-financial resources, and guidance for changing circumstances—delivered in-context when you need them.
Human-centered decision-making enhanced by AI creates step-by-step journeys with inline resources, unique to each client.
Secure, centralized messaging with compliant nudges keeps financial, health, and legal teams aligned in one intuitive platform.
Support for major changes, new diagnoses, or navigating loss. Curated content and journeys for families and their professional teams.
50+ years of combined experience helping you and your clients navigate life transitions with confidence.
