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Wealth Wellness
Where Your Health
Leads to Wealth

At Wealth Wellness, we believe that true prosperity extends beyond financial success; it encompasses overall well-being in every aspect of your life. Our mission is to guide you on a holistic journey towards wealth and wellness, helping you achieve financial stability, personal fulfillment, and a balanced lifestyle.

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What We Do
Manage Your
Happiness & Wealth

Our Approach to Planning

At its core, Wealth Wellness embraces the belief that true wealth encompasses more than material riches. It includes a sense of purpose, fulfillment, and the capacity to lead a meaningful life. It recognizes that financial independence, when pursued in harmony with mental and physical health, can amplify overall happiness and satisfaction.

In this paradigm, we will share with individuals how to prioritize mindful spending, investing in yourself so that you can grow personally  as well as financially. We will shift from the consumer-driven mindset to one focused on intentional living, where financial decisions align with core values and well-being goals.

Who We Help 
Healthy Habits for a
Wealthy Life

Explore the intersection of physical and financial health. From fitness routines to nutritious recipes, we share tips to help you maintain a healthy lifestyle while managing your finances.

Individuals

Individuals

Understand the psychology of wealth and how your mindset impacts financial success. Cultivate a positive relationship with money and embrace abundance in all aspects of your life.

Families

Families

Achieve harmony between your professional and personal life. Discover effective time management techniques, stress reduction methods, and ways to foster meaningful relationships.

Companies / Teams

Companies / Teams

Elevate your professional journey with insights on career growth, entrepreneurship, and wealth-building strategies. We provide resources to help you excel in your chosen path.

Financial Fitness
Your Dreams Matter and
Your Future is Our Priority

Learn how mindfulness practices can enhance your financial decision-making. We provide meditation guides and mindfulness exercises to help you stay centered on your wealth wellness journey.


Financial Planning 101

Dive into the fundamentals of financial planning. Learn how to set realistic goals, create budgets, and build a solid foundation for your financial future.


Investment Strategies for Every Stage

Discover tailored investment strategies based on your life stage. Whether you're just starting out, building a family, or planning for retirement, we've got you covered.


Smart Saving Hacks

Explore innovative ways to save money without sacrificing your lifestyle. From cutting-edge budgeting apps to practical tips on minimizing expenses, we're here to make saving enjoyable.


Financial Wellness

Achieving financial fitness is more than just balancing your budget; it's about building strength, resilience, and flexibility in your financial life. Just like physical fitness, it requires discipline, planning, and consistent effort. Let us be your guides on the journey to financial well-being, helping you make smarter choices, grow your wealth, and achieve your goals.

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Who We Are 
Helping You Navigate the
Complex World of Finance

Michigan State alumnus, David Hartley, is a seasoned financial advisor now based in Arizona, with a unique blend of finance knowledge and yoga principles. He offers financial advice and promotes yoga worldwide, aspiring to enrich lives by balancing financial wealth with personal health.

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Join the Wealth Wellness Community

Connect with like-minded individuals in our community forums, share your experiences, and gain valuable insights. Our professionals and fellow members are here to support you every step of the way. Embark on your journey to holistic wealth and wellness with us at Wealth Wellness – Where your health leads to wealth!

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Our Process 
We Strive for Excellence as
Much as You Do

Step 1: Discovery Call

A Discovery Call is an initial conversation where we explore your goals, challenges, and how our services can benefit you. It's an opportunity for us to understand your needs better and tailor a plan that aligns with your objectives. Let's connect and embark on a journey of discovery together.

Step 2: Build Your Plan

“Build Your Plan Financially" is a personalized financial planning service designed to help you create a strategic roadmap for your financial future. David will work with you to identify goals, assess your current financial situation, and develop a customized plan that aligns with your aspirations.

Step 3: Enjoy Life

Being in the right hands can make all the difference in your financial success. If having confidence for your future is the goal, set up a discovery call today!

Quotes We Live By

“The first wealth is health”

- Ralph waldo Emerson

“If you want to live a happy life, tie it to a goal, not to people or things”

- Albert Einstein

“Take care of yourself, be healthy and always believe you can be successful in anything you truly want”

- Alessandra Ambrosio

“The mind and body are not separate. What Affects one, affects the other”

- Unknown

“You are never too old to set new goals or to dream a new dream”

- C.S Lewis

"The number 4 symbolizes you to achieve your goals, stressing the importance of laying foundations for your future"


Personal Growth 
Mindful Money Mindset

Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

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Managing Money as a Couple

Managing Money as a Couple

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College Savings

College Savings

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Contact Us 
If You can Dream It, 
You Can Do It

Contact our support team for help with financial strategies, investments, and wealth management. Let's work towards your financial success.

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