How's Your Wealth Health?

True wealth is much deeper and more complex than just managing finances. Now, more than ever, proper support must integrate financial wellbeing, life goals, and the desired contribution you want to make to the world.

Please take our quick, personalized Wealth Health Assessment.

Upon completion, you’ll receive an immediate snapshot of your results via email, and be invited to schedule a complimentary consultation with our team.

AN EVOLVED PICTURE
OF WEALTH

Acting as our clients’ concierge, we incorporate their financial and personal life goals into every action and recommendation. Offering comprehensive planning, wealth management, and integrative financial coaching, we support individual, family, and business success across the country.

We accept a limited number of new clients per year. If you would like to be considered for our services, please take our quick Wealth Health Assessment. Upon completion, you’ll receive an immediate snapshot of your results via email, and your contact information will be shared with your team.

If you are a referral directly from a client, or other professional partner, please email us at concierge@wealtheg.com and include your name, email address, phone number, estimated net worth, household income, and who referred you to us.

LONG TERM
RELATIONSHIP

Forming collaborative, lasting, and valuable relationships with our clients is our commitment.

pursuing
GROWTH

In taking a comprehensive approach to wealth, you continue to work towards attaining freedom.

LIFELONG
Learning

Our clients are dedicated to ongoing education and continual personal and financial development.

INDIVIDUAL
RESULTS

We take the time to understand your unique situation and strategically plan what works for YOU.

Wealth Evolution Group is the most knowledgeable, professional, responsible, accessible, and kind team with whom I have ever had the pleasure to work. Recently we switch our investment portfolio to Kelly and her team to manage. They made everything SO easy! We could not be happier nor more impressed with our investment growth. If you are looking for a secure retirement plan, call WEG. Don’t wait! You will be so glad you did! Thank you, Kelly, Katie, and Liz. We are thrilled we made the decision to put our future in your hands.

Virginia Hayes
Aug 21, 2024
Kelly Stecklein has been my financial planner since 2006. She has carefully & thoughtfully helped me prepare for retirement. Because of her expert advice, that I diligently followed, I was able to fully retire at 60 plus 6 weeks! She & her staff listen to what I want to accomplish, then developed a plan that made it happen. I have recommended Wealth Evolution Group to anyone who asks me how I was able to retire so young & even to some that haven’t asked. I will be eternally grateful to Kelly for helping me reach my financial goals.

Pam Wilson
Aug 26, 2023
We recently started working with Kelly and her team at Wealth Evolution Group. As a newly married couple merging finances and merging financial goals, it has been a huge blessing to have Kelly to steer us in the right direction and keep us on track along the way. Highly recommend WEG!

Carrie Magnuson Andrews
Aug 26, 2023
My experience with Wealth Evolution Group has been amazing. As a young professional with a growing family, I knew I needed better direction financially. Kelly walked my wife and I through some great financial exercises and helped us develop a plan that works with our life. Kelly is detail oriented and always takes the time to answer all of our financial questions.

Ryan Billings
Aug 26, 2023
We highly recommend working with Wealth Evolution Group. We have worked with them for 10+ years and can easily say that they have helped us with our immediate financial needs, such as incorporating our trust into our financial holdings as well as putting us on a path to realize our long term financial goals. In addition, they are some of the kindest people you can partner with and that means a lot to us.

Britt Johansson
Aug 26, 2022
Our family has been working with the team at Wealth Evolution Group for over 10 years now. Their approach is holistic and extends far beyond the the numbers. They treat clients as people not just a portfolio.

Ryan Kunisch
Aug 26, 2022
Kelly and her team have been great. We have felt supported and listened to during the process of planning for retirement and getting our financial ducks in a row. Kelly is a calming presence during a process that can be stressful.

Jessica Emery
Aug 24, 2022
WEG has guided us financially for at least the last fifteen years. We have relied on Ms. Stecklein’s advice and planning to create our retirement and college savings. We endorse WEG wholeheartedly!

A. Raphael Gold
Aug 7, 2022

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These testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonies. The testimonies may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

REDEFINING
WEALTH

We believe that true wealth is much deeper and more complex than managing finances. Our approach integrates your financial health, your life, and the contributions you want to make.

Our highest priority is building trust as we support you to pursue the financial success and freedom that you desire, all while providing the highest level of service.

Connect with Us

WEALTH EVOLUTION
STRATEGIES, DELIVERED

Your wealth is much more complex than just a number in your savings account. Learn how you can manage an increasingly complex situation and still remain WEALTH WISE!

How's Your Wealth Health?

AN EVOLVED PICTUREOF WEALTH

LONG TERMRELATIONSHIP

pursuingGROWTH

LIFELONGLearning

INDIVIDUALRESULTS

REDEFININGWEALTH