WHealth Advisors

10/09/2025

Why do so many wealthy families see their fortunes disappear within three generations? It’s not just about money, it’s about mindset, communication, and legacy.

In our latest article, we explore how intentional planning can help break the “shirtsleeves to shirtsleeves” cycle.

Discover why wealth rarely lasts across generations. Learn the Vanderbilt story, common pitfalls, and how families can build lasting legacies.

08/14/2025

🎓 College planning isn’t what it used to be.

Save, borrow, send them off? That old playbook is broken. Rising tuition, tighter loans, and AI reshaping industries mean the rules have changed.

So… what kind of life do you want to help your kids build? And what skills will truly set them up for the future - without sacrificing your own goals?

If you’re asking these questions, we can help.

AI, rising tuition, and new loan rules are reshaping college planning. Explore smart education funding strategies for your child's future.

06/25/2025

Life’s too comfy sometimes. Want to get stronger and live longer? Check out how doing small tough things like cold showers and fasting can help.

Read more here:
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Discover how hormesis—small, intentional stressors like fasting and cold exposure—can boost resilience and support long-term longevity.

06/11/2025

📬 Our latest newsletter is landing this week!

Inside, we share a behind-the-scenes look at life as advisors—along with financial and wellness insights, thought-provoking reads, podcast picks, and reflections to support a happy, healthy, wealthy life.

We aim to send it out monthly (though tax season has other plans sometimes 😅), but every edition is thoughtfully crafted and worth the read.

🎥 Watch the reel below to see exactly where to subscribe on our site: whealthfa.com

We’d love to have you along for the ride.

06/06/2025

📰 In Case You Missed It on the wHealth Advisors Blog:
Back in May, we shared timely insights on why today’s market climate stands apart from past cycles. If you haven’t had a chance to read it, it’s worth a look.

👉 https://whealthfa.com/blog/this-time-is-different/

It’s a phrase that echoes through every market downturn, every geopolitical shift, every new technological revolution.

05/16/2025

Why the old "4% rule" might not cut it anymore… 📉

Check out Dennis McNamara’s latest article published in Kiplinger, “Designing Your Immortal Financial Plan,” where he explores how to build a portfolio designed to last as long as you do, and beyond.

In a world of longer lifespans and ever-changing markets, it’s time to rethink traditional retirement strategies. This is a must-read for anyone thinking about long-term financial resilience. 💼🌱

https://www.kiplinger.com/kiplinger-advisor-collective/designing-your-immortal-financial-plan?utm_source=newsletter&utm_medium=email&utm_campaign=whealth_advisors_newsletter_may_2025&utm_term=2025-05-07

Explore an approach that offers solutions for those navigating the intersection of longevity, fulfillment and financial security.

05/09/2025

What do an ancient king and our modern health goals have in common?

In our latest post, wHealth advisor Dennis McNamara reflects on longevity, purpose, and what we’re really after when we chase health. It’s a quick read inspired by the story of Gilgamesh.

Check it out:
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Exploring the timeless quest for longevity, healthspan, and meaning through the lens of Gilgamesh.

03/05/2025

We’re excited to share a recent article by Dennis McNamara, published in Kiplinger: "Living Beyond Age 100: A Possibility with Financial Impact!"

As lifespans continue to increase, so do the financial and lifestyle considerations that come with longevity. In this article, Dennis explores key questions we should all be asking to prepare for a longer life.

We hope you find this piece both thought-provoking and valuable as you plan for the future!

Living longer raises important financial and lifestyle questions.

09/01/2022

We launched wHealth Advisors three years ago with the ambitious idea that we could build a successful company by helping others align THEIR MONEY with THEIR LIVES.

Crazy, right?

Not only that, but we were also uncompromising in building a business that operated outside the traditional finance/insurance industry confines which are built on unscrupulous sales tactics, large commissions/kickbacks, and hidden expenses (most clients don’t even know how much they pay their advisor!).

Who knew that doing business ethically, being transparent, and actually giving a sh*t about clients’ lives would be good business too?!

Thanks for an amazing three years and cheers to many more!

05/03/2022

The term “wealth” is kind of like “success” - super subjective and nebulous because it means something different to each of us.

At , we believe that money’s greatest intrinsic value is its ability to give us better control over the direction of our lives and that true wealth (ehmm… WHEALTH) should be measured across a broader set of metrics.

What does “wealth” mean to you?

04/14/2022

At wHealth Advisors, we work with our clients around four key pillars that we believe are important in crafting a uniquely fulfilling life. Life is a marathon, enjoy the journey and don’t forget to stop to smell the roses along the way.