What it is and why it works:
A disciplined, wide-spectrum view of well-being that subordinates quantitative metrics as the primary targets and measurement.
In other words, WEalthetic allows us to strive for and measure more than money in our financial decision making. Applying the Holistic WealthCare methodology to our work is more of a complement to traditional financial planning than it is a compromise of it.
Vision & Core Principles
D. Scott Bloom, CFP®
Economist | Certified Financial Planner®
In 27 years serving families and business owners, I’ve learned a career’s-worth of valuable lessons about our own human behavior and how we struggle with complex decisions. Having to overcome my own challenges in self-reflection enables me to place a higher value on these insights with empathy for you and yours. You have my attention for a reason.
As the rules change faster than our ability to notice them and the reliability of free information is diminished, we need to rely on competent professionals in collaboration to delegate our most important strategic decisions. The stakes are higher than ever.
Core Principles:
Purpose-Driven Financial Planning: Prioritize financial decision making that supports your inherent intentions and life goals, rather than adhering strictly to numerical targets.
Mindful Wealth Management: Cultivate awareness of how financial metrics influence behavior, recognizing and addressing the subconscious forces that may divert attention from personal well-being.
Balanced Decision-Making: Strive for a harmonious balance between financial objectives and other aspects of life, such as health, relationships, and personal fulfillment.
Resilience in Information Overload: Develop strategies to navigate and filter the overwhelming amount of financial information, allowing for confident and informed decision-making.
Our learning experience continues to expand with a disciplined approach to listening and an attentive curiosity of what is actually being communicated. Paying attention to these differences and the patterns of diverging words and actions helps us in a variety of ways.
Why Holistic WealthCare?
Financial institutions say they serve their clients’ best interests. But when the curtain is pulled back and we cite corporate charters, bylaws as well as federal and state laws, actions point to their authentic intentions: Shareholders’ interests legally come first, outranking client and employee interests. The rise of ESG and stakeholder governance are disingenuous gimmicks at best and corporate malfeasance at worst: Three recent court cases/ settlements validate this claim: Craig v Target (2024), American Airlines and BlackRock ESG Investment Case (2025) and BlackRock and Tennessee ESG Settlement (2025).
Alas, when an insurance company, bank or Wall St. firm claims to put your interests first, the only time they’re being honest is when you own their stock. Period.
We solve this problem and truly serve your best interests acting as your intermediary, protecting you from these bona fide conflicts while upholding our legal, fiduciary obligation to literally place your best interests first. Learn more about this by reading our disclosure statements.
