How Finwell Innovates
Finwell has reimagined financial advice by removing the traditional barriers that prevent most people from accessing professional, unbiased wealth management and comprehensive financial planning. Unlike firms driven by product sales, Finwell focuses on serving individuals and families often overlooked by traditional wealth managers. By prioritizing education, planning, and advice—not commissions—Finwell empowers clients to make confident, informed financial decisions at every stage of life.
What Sets Finwell Apart
The Finwell team brings decades of experience from leading financial institutions and the private wealth space, but they recognized something missing in the industry: accessibility. Unlike traditional advisors, Finwell designed offerings that support clients at every stage of their financial journey. Their private wealth division follows a traditional asset management model, while their innovative membership model opens the door to professional advice earlier in life—without the intimidating asset minimums that often keep people out. The goal is to grow alongside clients, helping them make informed decisions, build wealth faster, and eventually graduate into the private wealth division. At its core, Finwell believes true financial freedom isn’t just about money—it’s about gaining control over your most valuable resource: time.
Finwell’s Origin Story
Finwell was founded by Breanna Stott, CFP®, MBA, who brings more than 20 years of experience in financial services. While working as a banker, Breanna recognized a critical gap: her friends, family, and colleagues couldn’t access the same professional advice available to her high-net-worth clients. With much of their wealth tied up in retirement accounts and home equity, they were left without the support they needed.
Finwell was born from Breanna’s belief that everyone deserves trusted, unbiased financial guidance. Whether it’s managing millions in assets or helping someone just starting out with their first 401(k), Finwell serves as a true partner at every stage of the financial journey.
Finwell’s Offering
Finwell delivers bespoke wealth management, financial planning, and education led by a CERTIFIED FINANCIAL PLANNER®. They serve clients across multiple industries, life stages, and economic backgrounds, making professional guidance accessible to all.
Areas of expertise include:
- Goal setting, budgeting, and debt reduction
- Wealth accumulation and investment strategies
- Retirement planning
- Tax optimization
- Navigating major life transitions (home purchase, career change, family planning, education, charitable giving)
- Estate planning
- Financial wellness in the workplace, offered as an employer-provided benefit
How Finwell works:
Support is delivered through multiple channels and tiers:
- Traditional Asset Management – A comprehensive, long-term approach for clients seeking personalized portfolio management and strategic wealth planning.
- Monthly Membership Program – An innovative model with lower barriers to entry, providing early access to professional financial guidance without intimidating minimums.
- Employer Integration – Customizable solutions that engage, educate, and support employees through workplace financial wellness programs.
- Flexible Access – Meeting options that fit client preferences, whether in person or fully digital.
By combining personalized advice with state-of-the-art technology, Finwell ensures a seamless, modern client experience that grows alongside each client’s journey.
Why Finwell Leads
Finwell is at the forefront of the advice-only financial planning movement, redefining financial wellness as an essential part of everyday life—much like health and fitness. As a female-founded and led firm in a traditionally male-dominated industry, Finwell brings a fresh perspective rooted in accessibility, transparency, and innovation. By breaking down barriers and reimagining the client experience, they are reshaping what wealth management means in the 21st century.
Recognition & Impact
Finwell founder, Breanna Stott, CFP®, MBA, has been recognized for her work across multiple disciplines and sectors namely, entrepreneurs, entertainers, start-ups and Fortune 500 companies across the United States. She was named to Investment News’ 40 Under 40, highlighting her entrepreneurial spirit, leadership and innovation in the financial services industry.
Finwell’s Vision for the Future
Finwell’s vision is to make unbiased financial advice as essential and accessible as health and fitness guidance. Looking ahead, they plan to:
- Expand their membership program to reach more individuals and families; increasing accessibility for all
- Leverage technology to deliver highly personalized financial planning
- Grow workplace wellness offerings and support employers in providing financial health as a core benefit
- Continue breaking down barriers so everyone—regardless of assets—can access trusted, professional support with confidence
At Finwell, the mission is simple yet powerful: turn financial complexity into clarity, and ensure peace of mind is within everyone’s reach. Finwell believes financial wealth is health.
