Healthspan Wealth
HQ Address
Falls Church, VA, United States
Website Address
Business introduction
Where Health Planning Meets Wealth Planning
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
Built for advisors navigating real life complexity
Tom West and Suzanne Schmitt created Healthspan Wealth to address a growing gap in the advisory landscape: the need for practical, coordinated support at the intersection of healthcare, housing, legal, and financial decision making.
As clients live longer and transitions become more complex, advisors need more than spreadsheets and referrals. They need a system.
We built a human centered, AI powered ecosystem of trusted partners so advisors are never left Googling for solutions when clients are facing pivotal moments.
Healthspan Wealth sits at the intersection of financial planning, technology, and longevity strategy, enabling advisors to integrate health aware planning, risk management, and lifestyle considerations into their client relationships.
Healthspan Wealth Solutions
Healthspan Wealth For Individuals and Families
Our daughter just got a new diagnosis Connect with a healthcare specialist who can help you understand what to expect. Then tap into financial and care-planning guidance to understand your long-term options for her care. My dad keeps missing bill payments Connect with daily money managers, identity theft protection companies, and work with......
business needs
view solutionHealthspan Wealth For Professionals
Financial professionals Offer guidance that extends beyond investment management. With our curated resources, you'll be able to help clients better prepare for life transitions that impact both finances and family. Care professionals Strengthen patient outcomes with solutions that bridge care, housing, and finances. We give you access to vetted support systems that align......
