Wealth Plus, Inc. is a full service wealth management firm which integrates the spiritual, emotional and practical aspects of money in a positive, holistic way.
Our full range of financial services include:

• financial strategies
• money management (including insurance and securities)
• business financial planning
• budgeting and debt recovery
• money counseling and coaching
• virtual accounting and legal (including estate planning)
• bookkeeping
• property/casualty insurance
• as well as consciousness counseling

As an independent financial management consultant, we look at your entire financial picture, from your checking account to your car insurance and retirement accounts. We then work with you to create an individual plan that you feel good about. We work with many different products and companies to offer you a truly customized approach to your understanding, use and enjoyment of money.

Since 1995, Wealth Plus, Inc. has been successfully assisting our clients with planning many aspects of their financial lives.

• Implementing strategies for protecting and creating personal wealth through individual retirement planning, estate planning and business planning services, and real estate investments
• Integrating the practical and spiritual aspects of money
• Increasing your understanding, effectiveness and enjoyment of money

After we review your specific situation, we create a plan of action. Our services are fee-based or commission-based, depending on your needs.

Call now to schedule a financial evaluation and review at
(415) 457-8936 or toll-free at (800) 575-8558.