WellPointe Advisors designs strategic visioning retreat for a Life Plan Community Board of Trustees to successfully produce a strategic plan with appropriately challenging and meaningful, purpose-filled goals for the next 3 years.

WellPointe Advisors conducts market assessment and consumer research for a premier Life Plan Community in South Carolina to expand its mission with a potential mid-market senior living community in York, SC, that is positioned with intergenerational wellness in mind.

Health Services District of Kershaw County envisions a new life plan community on historic 68-acres, adjacent to its new long-term health center.

The Southern Benedictine Society of North Carolina engaged WellPointe Advisors to conduct a market study and test consumer interest for a potential Life Plan Community on the campus of Belmont Abbey and adjacent to Belmont Abbey College in Belmont, North Carolina.

Consumer research and comprehensive project support and management for Master Plan due diligence; a Marketing, Brand & Sales Plan; and Product and Service Line Development provide needed momentum for senior living community during height of COVID-19 pandemic.

David Ratchford, a nationally recognized consultant to the senior living industry was persuaded out of retirement to continue inspiring Life Plan Community leaders and boards with his passion and 40+ years of experience in strategic visioning and project development success. He created WellPointe Advisors LLC to help organizations, particularly in the senior living industry, adopt a holistic wellness approach to every aspect of their products, services and mission.