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Strategic Insurance & Risk Management SolutionsA Legacy Through PartnershipStrategic Insurance & Risk Management SolutionsA Legacy Through Partnership

The Wellhouse Way

Wellhouse is an independent insurance advisory that places and manages risk. A relationship with Wellhouse is a partnership designed to deliver the best insurance outcome over the long term. We provide thoughtful insurance design on the front end, ongoing risk management throughout the policy period, and zealous representation whenever an incident occurs.

Our Mission

Enabling organizations and individuals to take control of their insurance destiny with a clear playbook and attentive advisor to drive change.

Clients of Record

Rooted In The Community

Focused On Fellow Entrepreneurs

Wellhouse was (re)founded around a 100-year-old table and seal that became the basis for creating the chosen boutique for entrepreneurs to master risk transfer, mitigation, and retention through insurance and advisory. Our mission is to help businesses ensure their workers return home safely, properly indemnify the outside world to their actions, and drive profitability.

Built by an entrepreneurial family rooted in the community and founded in 2018, Wellhouse was decades in the making. Rick Stein and Richard Stein Jr saw the need for a Risk Management Advisory focused on fellow entrepreneurs. The founders borrowed from experience with an eye for the future to serve as an extension members’ teams. The company supplements Rick’s deep understanding of the insurance industry and Richard Jr’s unique view of risk with a team of industry veterans.


Wellhouse Leadership Team

Rick Stein

CEO, Founding Partner

Richard Stein

President, Founding Partner

Kerrie Kenna

Director of Carrier Relations

Jake Weisman

Private Risk Leader

Core Values


Built to last and invested in the community


Focused on the outcome without the jargon


High touch service with intellectual capital


Decades in the making and committed to clients

Reduce The Total Cost of Risk.

Our team has a long-term, vested interest in our clients. Our goal is to enable growth through service, intellectual capital, and integrity.


Client Testimonials

Take Control Of Your Insurance Destiny

Contact Wellhouse Today