Broker Check

Helping Families and Business Owners Understand and Improve How Their Wealth Works

What Makes Us Different?

With our Protection First philosophy (which includes a thorough evaluation of existing and potential financial risks), we help families and business owners achieve Financial Balance® through the strategic integration of their insurance programs with their assets and investments - with the goal of enhancing retirement cash flow (and overall confidence), while maintaining a legacy for the people and causes they care about.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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You Are Not Alone it Just Feels That Way

Let’s start getting your financial priorities and attitudes in sync with model behaviors.
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The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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Ross B. Feldman

 CFP®, CLU®, ChFC®, AEP®, RICP®, CASL®, CLTC

Wealth Management Advisor | President  Wholistic Wealth, LLC

As a Wealth Management Advisor and personal financial strategist, I have been using a (w)holistic macroeconomic process to help people make efficient financial decisions since 1997.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."