Wellstone Wealth Management

Advice for Life

Financial planner in Lake Oswego, OR (show on map)

5.0

★★★★★

1 reviews

Employee-owned financial advisory firm delivering evidence-based wealth management and planning.

Call (503) 594-1210

Navigate to Visit website

About

Apella Capital, LLC, DBA Apella Wealth, is an employee-owned investment advisory firm registered with the SEC. The firm delivers innovative planning and investment solutions built on independent, evidence-based thinking, using academic research and decades of data.

Services include comprehensive financial planning, tax-efficient portfolio management, retirement planning, college planning, estate and legacy planning, philanthropy strategies, and business advisory. The firm serves individuals, families, businesses, and institutions across the United States.

Employee-owned firm

Evidence-based, academic research approach

Full transparency with no hidden fees

Long-term partnership commitment

~$10.5B in AUM

National presence with 10+ offices

Services

Comprehensive Financial Planning

Holistic planning grounded in your vision and values, addressing goals across life phases.

Vision and values alignment Long-term plan construction Ongoing strategic edits

Investment Management

Evidence-based portfolio construction and management using academic research and data.

Evidence-based investing Tax-efficient portfolios Long-term disciplined strategies

Retirement Planning

Plan for a secure and comfortable retirement with confidence.

Cash and income planning Retirement confidence Legacy considerations

College Planning

Help make college more affordable through strategic saving and planning.

Affordable college strategies Saving plans Grandparent planning

Estate and Legacy Planning

Protect loved ones and build a lasting legacy through proper documents and structures.

Legal structures Charitable giving Succession planning

Business and Institutional Advisory

Address business needs including employee benefits, retirement plans, valuation, and selling.

Employee benefits Retirement plans Valuation and sale advisory

Credentials & Certifications

SEC Registered Investment Advisor

CFA (Taylor Drake)

CPWA® (Taylor Drake)

CFP® (Jamison McAndie)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What makes Apella Capital different from other advisory firms? +

Apella is employee-owned, evidence-based, and committed to full transparency with no hidden fees and a long-term partnership approach.

What types of clients does Apella Wealth serve? +

Successful individuals and families, businesses, and institutions across the United States, at any life phase.

Is Apella Capital a registered investment advisor? +

Yes. Apella Capital, LLC, DBA Apella Wealth, is an investment advisory firm registered with the Securities and Exchange Commission.

Does Apella Wealth provide legal or accounting advice? +

No. Apella Wealth is neither a law firm nor a certified public accounting firm, and no portion of the website content should be construed as legal or accounting advice.

How does Apella approach investing? +

Using evidence-based, academic research and decades of data rather than speculation and guesswork.

Where is Apella Wealth headquartered? +

West Hartford, CT, with offices in Atlanta, GA; Bellevue, WA; Cutchogue, NY; Dallas, TX; Glastonbury, CT; Knoxville, TN; Lenox, MA; Marblehead, MA; Providence, RI; and San Francisco, CA.

What is Apella's assets under management? +

Approximately $10.5 billion in AUM.

Can I access my accounts online? +

Yes, through the Apella Client Portal, Orion Portfolio Reporting, and custodian logins for Charles Schwab and Fidelity.