A Trusted Resource for the Professionals Who Support Older Adults.
Certified Senior Advisor®
Our team is trained through the Society of Certified Senior Advisors® to better serve older adults and their families.
Local Team
Every WellRive team member is a background checked, W-2 employee who lives in your community and will be there in person when it matters most.
Privacy Protection
We have enterprise-level privacy protections in place so everything that happens in your home stays between you and your team.
We work alongside the professionals who support older adults every day.
Senior Living Communities
Move-in day is one of the most important experiences a new resident has. WellRive coordinates the entire transition so residents arrive settled, families feel taken care of, and your team can focus on the welcome. We also support internal unit transfers and model home setup when you need it.
Real Estate Agents
When a seller cannot clear the home or a buyer needs help settling in, WellRive keeps the transaction moving. We work alongside your timeline and take the logistics entirely off your plate, including home staging coordination and storage solutions when the deal requires it. We also maintain a network of SRES® agents and refer clients who need representation, so the partnership works both ways.
Estate Attorneys, Fiduciaries & Financial Advisors
When your clients face a physical transition, whether it is clearing an estate, moving a loved one, or preparing a property for sale, WellRive is the resource you can confidently refer them to. We are happy to be introduced early in the planning process so families already know who to call when the time comes.
Senior Care Advisors
Once placement is made, WellRive handles how they get there. We coordinate the entire move so the families you place have a seamless experience from your recommendation to move-in day.
Funeral Homes
For families navigating a loss and a home transition at the same time, WellRive provides compassionate, full-service support that honors the moment and takes the burden off the family.
Services your clients and residents can count on
expectations
What makes WellRive a partner worth recommending.
1
A free consultation
Every client starts with a complimentary consultation, in person or virtual. They walk away with a clear plan and a realistic estimate so they know exactly what to expect.
2
A plan built around them
A dedicated WellRive move manager designs a custom plan around the client's timeline, priorities, and pace. Every detail is mapped out before anything moves.
3
We Handle Everything
From sorting and downsizing through packing, moving, and settling in, we manage every detail so your client never has to coordinate anything themselves.
4
Arrive Well, Live Well.®
Whatever the situation, we see it through to completion. Your client is taken care of, the project is finished, and the outcome reflects well on everyone involved.
Let us be the resource your clients can count on.
“We’ve referred our clients to WellRive at least 200 times.”
Brian Schwatka
WellRive Partner
FAQ
Common Questions
How does the referral process work?
Simply connect us with your client and we take it from there. We reach out promptly, schedule a complimentary consultation, and keep you informed at whatever level makes sense for your involvement. No paperwork, no complicated process. One introduction and we handle the rest.
Is WellRive insured and compliant?
Yes. WellRive is HIPAA certified, SOC 2 certified, USDOT licensed, and all team members are background checked W-2 employees. We meet the compliance and credentialing standards that matter most to the organizations and professionals we partner with.
What if my client needs a service WellRive does not offer?
WellRive maintains a trusted network of vetted professionals across every market we serve. If a client needs something outside our scope, whether that is legal, medical, or financial support, we will connect them with the right resource rather than leaving them without a next step.
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