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Helping You Build

The Retirement You Deserve

You’ve worked hard to save. Now it’s time to let those savings work hard for you.

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Planning for Your Next Chapter

When all of your time – and how to fill it – is up to you, you have a lot of priorities to juggle. Travel. Relationships. Hobbies. Volunteering. However you plan to spend your time in retirement, there are a lot of factors to consider, not least of which is how you will fund these goals and dreams.

You deserve a financial strategy designed to support your priorities, whatever they are. At Young Wealth Management, we build comprehensive financial strategies that put you at the center. We bring together your past, present, and future financial data to coordinate a plan that maps out your needs and strategies to address those needs and pursue your goals.

Get started today with a personal wealth strategy from our team designed to help you embark on your next great adventure.

We can assist you in the following areas:

  • Life Insurance
  • Retirement Income Strategies
  • Wealth Management
  • Investment Advisory Services
  • Annuities
  • Tax Efficiency Strategies

Meet Kim Wells

Kim Wells has been helping individuals and families prepare for retirement since 2013. As an investment advisor representative and a licensed insurance producer, she founded her independent financial firm on the principals that individuals and families should have a financial strategy for retirement that inspires confidence in the next phase of their life.

Kim is proud of her team’s reputation for finding innovative strategies to help retirees keep more of what they’ve saved.

Meet Your Team

Young Wealth Management

Kimberly J. (Young) Wells, CFP®

Kimberly has over a decade of experience in the insurance and annuity industry and is a Certified Financial Planner™. Her primary focus is retirement planning in the Columbus, Ohio, area.

Brent M. Wells

Brent Wells provides unique financial planning strategies that allow his clients to feel confident in their finances throughout retirement.

Contact us today to start working toward

Your Retirement Goals

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • 6641 N. High St., Suite 200 Worthington, Ohio 43085
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.