Your Prescription for Financial Wellness Starts with a Wealth Check-Up.
80% of your ability to grow wealth rapidly depends on how well your investments perform and how much you're paying in taxes. Let us help you check the health of your wealth!
Services
Complimentary Consultation Call
Discover your financial potential—schedule a call to see if Wealth Check is the right fit for you.
At Wealth Check, our discovery call is more than just a conversation—it's the first step toward securing your financial future. During this complimentary consultation, we take the time to understand your unique financial situation, tax landscape, and goals. This allows us to determine whether our services align with your needs and whether you qualify as a potential client.
Wealth
Check-Up
Empowering your financial future—our Wealth Check-Up identifies strengths and areas to improve.
Think of it as a financial wellness exam. Just as you would visit a doctor for a physical check-up to ensure your health is on track, the Wealth Check-Up evaluates your overall financial condition. We take a detailed look at your income, investments, taxes, debt, estate planning, and more to provide a holistic view of your financial standing.
X-Ray Service
Turn insights into action—our X-Ray Service builds a plan for growth, stability, and financial clarity.
Think of it as your financial blueprint brought to life. While the Wealth Check-Up highlights your financial strengths and areas for improvement, the X-Ray Service takes those findings and transforms them into a personalized, actionable plan tailored to your unique goals and circumstances.
About Us
At Wealth Check, we are dedicated to providing individuals with valuable financial guidance and tools. Our mission is to empower individuals and families to achieve financial success through a personalized and comprehensive wealth check-up. By providing expert insights into financial health, investment strategies, and tax efficiency, we help our clients uncover opportunities, mitigate risks. and create a roadmap for lasting prosperity. With a focus on education and actionable guidance, our goal is to inspire informed decisions that build wealth, security, and a legacy for generations to come.
Explore our financial tips blog, interactive assessment tools, and secure file upload feature designed to enhance your financial knowledge and decision-making. Let us be your trusted partner in navigating your financial journey.
Meet Our Wealth Physicians
Meet the dedicated professionals at Wealth Check who are committed to improving your financial well-being. Our Wealth Physicians are here to provide personalized advisory services tailored to your unique needs.
Tie Lasater
CEO & Founder
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Stephen Patterson
Series 7 & 66 License
Charlie Dombek
CPA, MBA
