Credentials

Building successful long-term relationships

Wellvest was founded on the simple, yet elusive, premise that putting the best interest of the client before anything else will lead to the best outcomes in the long term. To us, it’s not about the number of transactions, but the quality and depth of our relationships that drive success. Over the years, Wellvest has established many long-standing relationships in the health and wellness industry.

The following are some of the transactions Wellvest principals have been involved in either at Wellvest or previous firms.