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Wealth Plus Inc.
Wealth Plus Inc.
Financial Strategies For The Heart, Spirit & Mind
Our firm is one of the few in the nation that uses a holistic approach to financial management. In addition to providing proven strategies, we also help you build a healthy relationship with money.
2171 Francisco Blvd., E. Suite D
San Rafael, CA, USA 94901
Listed by: Alexandra Cock'78
B.A. Economics
General Info
Wealth Plus, Inc., a full service firm, offering financial advice, investment management, and insurance. Wealth Plus Inc. is a California Registered Investment Adviser. Located in Marin County, California. We serve as a macro manager to oversee all aspects of our clients’ finances.

Our practice is based on principles of holistic, whole-life financial planning. It recognizes that true prosperity encompasses many parts of our lives, and requires balancing personal, spiritual, as well as financial. Since 1995, we have helped hundreds of clients achieve financial peace of mind by providing proven strategies from a holistic perspective.

Our team includes professionals in Law, Taxation, Accounting and Estate Planning.





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