human wealth™

Sustainable + meaningful financial systems
designed specifically for you.

capturing the wealth of being human

”Incorporating wellbeing into financial planning ensures that the focus goes beyond mere numbers and considers the human aspect of money, creating a more holistic and satisfying approach to managing one's finances.

Understanding wellbeing is equally vital for organizations, as it fosters a workplace culture that prioritizes employee satisfaction, and engagement, resulting in increased productivity, profitability, and long-term success.

David Coles
President + Wealth Advisor

what is wellbeing?

Wellbeing, or subjective wellbeing, is about how you see yourself, others, and the world around you. It affects how you feel about and engage your day-to-day life.

Our 4-phase method delves into your core satisfaction, meaning, and purpose, enabling us to develop financial systems aligned with your passions, concerns, and major life transitions.

Using this same method, we work with organizations to address employee wellbeing and help create profitable and sustainable business structures.

data-driven systems that put people first

Human Wealth™ is a powerful methodology, delivering value through data-driven evaluations, science-backed measures, and comprehensive insights that help build thriving communities of empowered and satisfied individuals.

We are forging a new path beyond the numbers, nurturing the passions and dreams of you and your loved ones, fostering the growth of your business and communities, and safeguarding the legacy you’re building for your future.

personal human wealth™

Thoughtful financial planning that empowers individuals and families toward a more fulfilling life experience.

organizational human wealth™

Data-driven assessment and consultation that captures where your business is performing well and where your biggest opportunities exist to support your business and your team.

intentional investment management

Strategic placements that align your financial security and growth with your personal trajectory.

dynamic model of wellbeing

Our Dynamic Model of Wellbeing uses four components to describe how an individual’s external conditions act together with their personal resources to allow them to function well in their interactions with the world and therefore experience positive emotions. When people function well and experience positive emotions daily, we can think of them as ‘flourishing’.

building wellbeing-based financial systems

Join us in exploring the evolution of financial systems, where the focus shifts from soley numbers to the wellbeing of individuals. In this conversation, we engage with Human Wealth™ co-founders David Coles, Scott Coles, and Felis, as they emphasize the significance of comprehending clients’ core values and needs. This conversation between real Human Wealth™ Advisors highlights the remarkable benefits experienced by our clients from the transition to holistic financial planning centered around wellbeing.

Full-Width Audio Player

Felis la Fleur
Host

David Coles
President + Co-founder

Scott Coles
Wealth Advisor + Co-founder

our team

Driven by a profound commitment to humanity, our organization is dedicated to making a positive impact on the lives of our clients, communities, and team members. With the utmost care and compassion, we prioritize the health and prosperity of everyone we serve.