At JL Bainbridge, we’ve spent decades helping clients plan their financial futures by analyzing investments, managing portfolios, and guiding families through major life transitions. Yet one theme continues to emerge across generations and income levels alike: true wealth isn’t only measured in dollars, but in health.
Many people work hard to build stability and freedom, but enjoying what they’ve built depends on something equally important: how well they feel. As lifestyles, demands, and priorities evolve, we’re hearing more conversations around proactive health choices, including the growing interest in concierge medical services.
Health and Wealth: Two Sides of the Same Coin
For most of us, the goal of financial planning is to create flexibility so our clients can spend more time doing what matters, and less time worrying about what doesn’t. Health plays a similar role. When you have the energy, peace of mind, and access to care you need, life feels richer.
Through conversations with our clients, we have observed that many are choosing to take a more intentional approach to wellness, viewing it as an extension of their long-term financial strategy. It’s less about luxury and more about ensuring that the right systems are in place to protect both their wellbeing and their ability to live fully in every season of life.
As Dr. Ryan Jones, MD of Forefront Concierge Medicine, explains, “Concierge medicine is about returning to the roots of patient-centered care where your physician truly knows you, your health history, and your goals. It’s not just faster access - it’s a deeper, more coordinated care that often leads to better outcomes.”
This perspective resonates with many successful individuals who are accustomed to proactive planning in other areas of life like financial and personal.
A Growing Trend Among the Self-Made
We’ve noticed that some clients who have achieved financial independence are increasingly drawn to health models that mirror their approach to wealth: strategic, personal, and designed for longevity. They value access, efficiency, and partnership that are all qualities to help them stay ahead, both financially and physically.
Whether it’s through concierge medicine, fitness optimization, or personalized wellness planning, these clients are redefining what success looks like now and into their retirement years.
Our Perspective: Invest in the Life You Want
At JL Bainbridge, we believe a strong financial plan should serve the life you envision and not the other way around. Health, relationships, and time remain the truest measures of prosperity.
So, as you plan for your financial future, consider this question: What good is wealth if you don’t have the health to enjoy it? Thoughtful planning in both areas creates the balance that allows you to live fully, travel freely, and spend more time with those who matter most.
Interested in learning more?
If you’d like to discuss how your financial plan supports your broader life goals or if you know someone seeking that kind of holistic guidance, connect with your JL Bainbridge team today. Because when it comes to your wealth and wellbeing, the best investment is the one that helps you live well.
Disclosure
Any views and opinions expressed in this article are those of JL Bainbridge and are subject to change and reflect our judgment as of the publication date. This content is for informational purposes only and should not be considered investment or medical advice. Financial reviews are likewise intended for informational/educational purposes only and do not constitute investment advice. Investment advice is only available to those who become a client through written agreement. JL Bainbridge has no affiliation with and receives no compensation from Forefront Concierge Medicine.
*JL Bainbridge is a registered investment adviser. Registration with the SEC does not imply any level of skill or training. JL Bainbridge is not a broker-dealer and does not offer tax or legal advice. Please consult your tax or legal professional for assistance regarding your individual situation. For more information about our firm and our investment adviser representatives, please review our Disclosure Brochure (ADV Part 2A), Privacy Notice, and Relationship Summary (Form CRS) at jlbainbridge.com or reference the SEC website for more information on the firm and its advisers at: https://adviserinfo.sec.gov/firm/summary/108058.
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