Edward Jones, Meet Wellthy

Across the country, families are navigating increasingly complex care needs — from aging parents and dementia to childcare, cancer, and disability. These responsibilities don’t just affect individuals; they shape financial decisions, workplace stability, and long-term planning.

In this session, we’ll introduce Wellthy’s Care Concierge model and show how our human-led, tech-enabled approach helps families manage care challenges large and small. You’ll leave with a clear understanding of what Wellthy does, who it’s designed to support, and how to confidently position it in conversations with clients.