About Us
SHIFTING PARADIGMS TO BRING CLARITY REMOVING ANXITY
Executive Summary
At WEALTHFIT LLC, we believe that true financial security and personal well-being go hand in hand. Our mission is to empower individuals, business owners, and professionals by education and development training. Integrating financial planning, insurance strategies, and sports specific schematic development into a comprehensive, results-driven approach. By bridging these disciplines, we provide a holistic roadmap for clients to build wealth, protect their assets, and enhance their overall quality of life starting at a young age.
“The right information brings knowledge; and knowledge is power. Sharing it is empowerment.”
- Seth Godin
Industry Expertise
Our Core Services
- Advanced Planning: Expert guidance to using innovative strategies to secure your financial future.
- Athletic Program Design & Sports-Specific Schematic Development: Tailored programs to reinforce improvement habits.
- Educational Seminars & Materials: Offering specialized seminars and training resources to enhance knowledge, competency and skill sets.
- Strategies for Business Owners: Customized solutions for managing business planning.
- Strategic Networking: Building valuable relationships to create growth opportunities.
Our operations are conducted on a contractual basis, and professionals involved may be regulated by relevant authorities, including:
- FINRA
- North American Association of Insurance Commissioners (NAIC)
- Colorado Division of Insurance
We operate in multiple states, including Colorado (CO), Indiana (IN), Maryland (MD), Minnesota (MN), Ohio (OH), Oklahoma (OK), Tennessee (TN), Texas (TX), and Washington (WA).
INNOVATIVE STRATEGISTS
✔ CLARITY: Supply significant information to spur educated decision making:
- Identify Definite Purpose: What is your DESIRE?
✔ DEVELOP: Aspire Lifestyle - Financial - Health
How will we get there?
- Develop a Definite Plan
.✔ EXECUTE:
- Identify Proper Strategic Plan and Professionals to service.
.✔ WEAK desires will produce WEAK RESULTS
Actions proceed feelings but are PRODUCTS of thoughts.
Our Unique Advantage
Unlike traditional financial and insurance firms that focus solely on asset management or risk mitigation, WEALTHFIT LLC takes a multi-dimensional approach:
✔ Financial & Insurance Expertise: We provide strategic financial planning, buy-sell agreements, succession planning, and investment strategies that ensure long-term financial stability. By leveraging advanced insurance solutions, we protect clients from unforeseen risks and help them maximize generational wealth.
✔ Physical & Mental Wellness Integration: We recognize that peak financial performance is deeply connected to personal well-being for a significant amount of people. Our tailored fitness and mental resilience programs enhance discipline, focus, and longevity, helping clients sustain high-performance lifestyles in both business and personal life
.✔ Elite Network & Industry Partnerships: Through strategic alliances with property & casualty agency owners, business strategists, and professional service firms, we ensure that our clients have access to the best financial resources, tax strategies, and business development opportunities
.✔ Tailored Plans for High-Net-Worth & Business Professionals: Whether it’s business succession planning, insurance structuring, asset management, or fitness-driven leadership coaching, we craft customized blueprints designed for sustainable success.
At WEALTHFIT LLC, we are not just advisors—we are architects of success, designing comprehensive wealth and wellness solutions for professionals who demand the best in financial security, personal development, and long-term prosperity.