Well-Being Wealth Strategies

Well-Being Wealth Strategies is a financial planner in Minneapolis, MN. The firm provides disability insurance, life insurance, and wealth planning for medical professionals, with a focus on protecting income and building long-term financial stability. Its team includes Dustin Peltier, CFP, who serves as president and financial advisor; Allyson Peltier, director of operations and marketing; and Joe Brown, a financial professional. The practice has served medical professionals since 2005 and works with clients nationwide on disability and life insurance solutions, including physician-focused policies and a simplified application process. It has been recommended by the White Coat Investor.

The firm's work centers on the idea that a client's ability to earn is the foundation of a financial plan. Without steady income, goals such as paying off student debt and building a family's financial future can be at risk, and gaps in coverage can jeopardize those plans. Well-Being Wealth Strategies addresses this by helping clients review their disability and life insurance options and put coverage in place, so they can face illness, injury, or financial setbacks with a plan rather than uncertainty.

The team describes itself as committed to clients' financial health and well-being, and it frames its role around clarity and stability: taking the guesswork out of disability insurance, life insurance, and wealth planning so clients can focus on their careers and families. Its stated aims are a sense of contentment, protection for loved ones, and long-term stability. The practice also offers scheduling by phone at (612) 746-2348, by email at [email protected], and by fax at (612) 746-2399.

Well-Being Wealth Strategies is located at 920 2nd Ave S, Unit 1100, in Minneapolis.

For physicians and other medical professionals in Minneapolis, the firm pairs nearly two decades of work in this niche with a team-based approach to income protection and long-term planning.