Wellness by Wealthspire 

Employees notice when their employer invests in them through retirement plans with a competitive fund lineup, lower fees, and access to resources. Wellness by Wealthspire delivers the education, coaching, and tools that turn a good plan into one your people value.

Schedule a Consultation ▸

Engagement Beyond Enrollment

A retirement plan only works if people use it well. Wellness by Wealthspire delivers financial education, coaching, and digital tools that help employees engage meaningfully with their retirement plan and build long-term financial confidence, well beyond the basics of enrollment and contribution rates.

Plan sponsors can offer Wellness by Wealthspire as part of a comprehensive benefits package. Organizations outside the retirement plan context can also engage it as a standalone service.

What We Offer

Financial Education

Ongoing programming that helps employees understand the fundamentals of saving, investing, and planning for retirement.

One-on-One Coaching

Direct access to guidance on the financial questions employees are asking, not a one-size-fits-all seminar.

Digital Tools

Resources that make it easy for employees to check in on their progress and make informed decisions about their plan.

Four colleagues talking together in an open office.

Ready to Strengthen Your Benefits Package?

Whether you are looking to boost engagement in an existing plan or add a standalone wellness offering, our team can help you build the right program for your people.

Schedule a Consultation ▸

Frequently Asked Questions

No. Plan sponsors can offer it as part of a comprehensive benefits package, but organizations outside the retirement plan context can also engage it as a standalone service.
Employees get direct access to guidance on their real financial questions, rather than a generic seminar that may not apply to their situation.

Financial wellness takes a broader view of an individual’s finances, helping employees navigate everything from budgeting and debt management to savings, investing and retirement readiness.

Topics may include budgeting, emergency savings, debt management, healthcare planning, life events, financial goal setting and other everyday financial decisions.

Yes, educational resources and guidance are designed to address the unique financial priorities employees face throughout their careers and lives.