Wealth Managers
Wealth Managers
Health is Wealth When it’s Managed with Care
Our high-touch, customized healthcare management solutions streamline and optimize healthcare utilization and spending. Extend your offerings and deepen the value you bring to your client relationships, ensuring a future where client health and wealth align seamlessly.
Solutions For Wealth Managers
Stand-out solutions to ensure your clients’ wealth and health are in perfect harmony.
Our seasoned experts, with over 20 years in health benefits and billing, provide comprehensive healthcare management tailored for executives, entrepreneurs, and their families, ensuring time and cost efficiency in selecting and optimizing their healthcare plans. 
  • Health plan selection by a licensed professional 
  • Dedicated care advocate 
  • Proactive, customized services to support ongoing health insurance, billing, navigation & advisory needs 

We’re raising the bar for benefits in the workplace. We’re freeing employers and their people from unaffordable healthcare—delivering refreshing experiences and rewarding self-funded plans at a lower cost.

  • Targeted savings solutions for Rx & specialty medications
  • Dozens of ways for employees to save on healthcare 
  • Enhanced member benefits & experience
  • Average 25% less cost than comparable plans
  • Dedicated benefits experts/health advocates
  • Streamlined access to financial assistance

With aggressive and innovative PBM contracts and targeted specialty savings solutions we help lower employer Rx spend up to 30%. 

  • Robust network of strong PBM contracts 
  • Unlocks negotiating power for groups of all sizes
  • Pharmacy savings analysis
  • Streamlined RFP process
  • We negotiate and define Rx contract terms on your behalf

Best-in-class pharmacy benefit resources, clinical insights and savings through specialized Rx services that deliver the lowest possible pharmacy prices year after year.

  • PBM Procurement
  • Market Support
  • Medical Rebates
  • Injectables
  • Pharmacy Data & Analytics
  • Trend & Clinical Management
  • PBM Pharmacy Audits
  • Medical Variable Copay

We lower employer benefit spend by making it simple to save. Our one-stop-shop for seamless, human-to-human benefit-cost navigation helps groups and their people:

  • Understand their benefits
  • Choose high-quality, lower-cost treatment
  • Reduce prescription costs
  • Resolve billing issues 
  • Lower high-cost bills
  • Easily access hospital financial assistance
While employers look to you for counsel on their benefits—look to us to cut through the noise.

We build, customize and deliver broker solutions that lower health and Rx costs, elevate employee and employer experiences—and keep your clients coming back year after year.

And we’ll take care of all the heavy lifting for you.

we’re building a better health plan
We’re raising the bar for benefits in the workplace. We’re freeing employers and their people from unaffordable healthcare—delivering refreshing experiences and rewarding self-funded plans at a lower cost.
Let’s Reinvent Healthcare, Together
Our solutions serve a dual purpose. We help wealth managers grow their client base, while keeping client care, costs and experience at the center. Our services deliver healthcare convenience and significant savings—in time and money.
Understanding Client Needs
Customized Strategy Development
Seamless Integration
Ongoing Collaboration
Performance Tracking & Optimization
  • Understanding Client Needs
    We start by understanding your client’s unique healthcare needs and challenges
  • Customized Strategy Development
    Our team recommends tailored solutions that address your clients’ specific goals
  • Seamless Integration
    We work closely with clients to provide white-glove, concierge service to ensure their experience is seamless
  • Ongoing Collaboration
    A single, dedicated navigator maintains regular communication and provides timely updates and insights, ensuring we continue to align with your client’s evolving needs
  • Performance Tracking & Optimization
    We monitor, measure and analyze the impact of our solutions - while keeping an eye on the market for new innovations that deliver the best possible results to your clients
A Seamless Extension of Your Services
Imagine giving back 100 hours a year to your clients. That’s the average time a family spends managing healthcare-related tasks. With our services, you can provide the invaluable gift of time back to your clients, allowing them to focus on what truly matters–enjoying the lives they’ve worked so hard to build.
Case Study
Break up with the status quo

We’re igniting real change. From building and accelerating revolutionary healthcare businesses to delivering transformative tech and services to our clients, we’re raising the bar of what healthcare can be.

Ready to join us?