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The Often Overlooked Asset Class:<br/> Wellness in the Last Third of Life

The Often Overlooked Asset Class:
Wellness in the Last Third of Life

After many years working alongside financial advisors and clients, one insight has stuck with me: true wealth isn’t just measured in dollars. It’s also measured in energy, clarity, and vitality. As we enter the last third of life, financial well-being alone isn’t enough. Physical well-being becomes a critical part of the equation.

Like financial planning, health and wellness require intention. Nearly 80% of older adults live with at least one chronic condition, yet many of the most powerful health factors remain within our control — movement, nutrition, connection, sleep, and purpose.¹ The benefits build over time: better health often leads to longer lives, lower healthcare costs, greater independence, and the freedom to enjoy the wealth you’ve worked so hard to build.

In the coming months, we’ll be sharing strategies to help clients invest in their wellness the same way they invest in markets, with confidence, clarity, and long-term vision. Because wellness isn’t just a personal benefit. It’s a financial one, too.

 ¹ The National Council on Aging reports that about 93 % of adults aged 65 and older have at least one chronic condition, and nearly 79 % have two or more: www.ncoa.org

CDC's 2023 data shows that 93 % of older adults (65+) have at least one chronic condition, while 78.8 % have two or more: www.cdc.gov