Kristen LaBate

Founder

WealthEase was founded in 2024 and is a well-regarded financial partner for those seeking more from their client financial professional relationships or a team player to work with their current trusted partners, such as tax and legal advisors.We prioritize personalized and comprehensive financial guidance. Engaging with a collaborative, educational, and knowledgeable financial services team that listens and understands you is key to your success.

Our emphasis on simplicity in our process, despite the complexity of your situation, highlights a thoughtful approach to the growth and preservation of your wealth. By collaborating with tax, legal, and estate experts, WealthEase ensures clients receive customized solutions and a unified strategy, which is crucial in achieving your vision.

Our clients range from affluent families looking to the next generation, to entrepreneurs and business owners, or to the single decision maker household who wants to maximize their effort and income for a life well lived. We serve individuals who are intentional and committed to building their wealth and legacy.

We help directly in the areas of business succession, executive benefits, financing your life insurance portfolio, inheritance strategies, legacy, investments, retirement, and lifetime income. We strive to adhere to strict fiduciary requirements and execute in your best interest.