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Wellfit Financial
WellFit Financial provides investment planning for a healthier life, for investors who are as serious about their health as they are about their money.
Overview
WellFit Financial provides investment planning for a healthier life, for investors who are as serious about their health as they are about their money. The firm believes financial health leads directly to better physical and mental health. It creates tailored investment management plans, is fee only, and takes no commissions.
General information
Firm type
RIA
Location
City
Phoenix
Principals
Greg Lane
CPA (ret), RIA, Co-Founder and Principal
Lisa Lane
RDN, Co-Founder and Principal
Frequently asked questions
What investment stages does Wellfit Financial typically target?
Wellfit Financial's investment stage preference is unknown. No reported transactions, portfolio companies, or fund commitments exist in public databases. Without such records, no conclusion can be drawn about its focus on early-stage, growth, buyout, or credit opportunities.
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