Julie Benzie

Owner, Ageless Beauty Med Spa
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Cheryl Pierce

Founder, Skinworx

Dionne Phillips

Founder/Owner, D'Lashes Beverly Hills

Ellen Clark

CEO, Control Corrective Skincare, Inc.

Shahneelah Tasneem

SPA Director, Soho Sanctuary

Dorie Spiegel

Co-founder, Blow N' Go! LA

Patti McCormick

Owner, Sana Vida Wellness & Yoga
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    I’ve worked with Monte Zwang of Wellness Capital Management on several research projects, covering a myriad of industry projects over the last 10 years. I am fortunate that Monte could give the time to be active in the Day Spa Association and International Medical Spa Association, which have a combined 39 years of industry support. An important part of our Association mission is to provide good, strong data to our industry. Monte has helped put together industry wide surveys on Retail in the Spa & Wellness category as well as our Compensation Survey to be released shortly. He is really articulate at helping to analyze the data and present the findings. Monte and I are also business partners in Wellness Development Partners where we work with health, wellness and spa practitioners to develop and manage their operations to profitability.
    I’ve worked with Monte Zwang of Wellness Capital Management on several research projects, covering a myriad of industry projects over the last 10 years. I am fortunate that Monte could give the time to be active in the Day Spa Association and International Medical Spa Association, which have a combined 39 years of industry support. An important part of our Association mission is to provide good, strong data to our industry. Monte has helped put together industry wide surveys on Retail in the Spa & Wellness category as well as our Compensation Survey to be released shortly. He is really articulate at helping to analyze the data and present the findings. Monte and I are also business partners in Wellness Development Partners where we work with health, wellness and spa practitioners to develop and manage their operations to profitability.

    Allan Share

    Day Spa Association
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    When you work with Monte and Wellness Capital you are getting much more than a financial advisor and bookkeeping service. In the three years that I have worked with Monte and Wellness Capital I have enjoyed the freedom of letting someone else confidently and accurately do my bookkeeping which allows me to spend more time with clients. Monte has helped me to see my business from the big picture perspective and has a great intuitive sense that he blends with his financial practicality. He really understands the spa/wellness industry and how to make numbers make sense to creative people. For me as a business woman who has found her passion in the treatment room it was a great gift to myself to hand all the "bookkeeping stuff" over to Monte and his team. The bonus that I continue to receive and didn't expect as a solo entrepreneur is the feeling of having an honest, authentic business partner like Monte to offer guidance as I continue to evolve my business in these changing times.
    When you work with Monte and Wellness Capital you are getting much more than a financial advisor and bookkeeping service. In the three years that I have worked with Monte and Wellness Capital I have enjoyed the freedom of letting someone else confidently and accurately do my bookkeeping which allows me to spend more time with clients. Monte has helped me to see my business from the big picture perspective and has a great intuitive sense that he blends with his financial practicality. He really understands the spa/wellness industry and how to make numbers make sense to creative people. For me as a business woman who has found her passion in the treatment room it was a great gift to myself to hand all the "bookkeeping stuff" over to Monte and his team. The bonus that I continue to receive and didn't expect as a solo entrepreneur is the feeling of having an honest, authentic business partner like Monte to offer guidance as I continue to evolve my business in these changing times.

    Susie Raymond

    Owner, Esthetician, Life Coach at White Sage Spa
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    I am so pleased to have retained Wellness Capital Management. I met Monte at one of his presentations at ISPA several years ago and knew we greatly needed his support. While I had a CPA, bookkeeper and business coach, what I knew we were lacking was someone to help integrate our current financial picture with our longer term goals and building a strategy for that growth. Monte's experience on the practice management side, financial side, and product side (not to mention his patience and ease of explaining business financial reports and making them useful), have helped me really understand where my business is at in "real time" and assure that we are on course to meet our goals. I would highly recommend him to anyone that desires personalized help to "de-mystify" financials and build their company.
    I am so pleased to have retained Wellness Capital Management. I met Monte at one of his presentations at ISPA several years ago and knew we greatly needed his support. While I had a CPA, bookkeeper and business coach, what I knew we were lacking was someone to help integrate our current financial picture with our longer term goals and building a strategy for that growth. Monte's experience on the practice management side, financial side, and product side (not to mention his patience and ease of explaining business financial reports and making them useful), have helped me really understand where my business is at in "real time" and assure that we are on course to meet our goals. I would highly recommend him to anyone that desires personalized help to "de-mystify" financials and build their company.

    Ellen Clark

    CEO/Founder, Control Corrective Skincare Systems, Inc.
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    It is with sincere appreciation that I share my ‘story’ of working with your company. I truly hope that other spas will have the insight to utilize Wellness Capital Management’s services. I wish I had known about your company years before I did! So many spas fail because they don’t have a good grasp on their financials. Monte helped me set my financial goals, and provided me with a clear, easy to understand budget to follow so I can meet my goals.
    Montes professionalism, compassion and interest in my success give me the confidence that my business will continue to prosper in the future. Working with Wellness Capital Management has been a pleasure. I can’t thank Monte enough for his help.
    It is with sincere appreciation that I share my ‘story’ of working with your company. I truly hope that other spas will have the insight to utilize Wellness Capital Management’s services. I wish I had known about your company years before I did! So many spas fail because they don’t have a good grasp on their financials. Monte helped me set my financial goals, and provided me with a clear, easy to understand budget to follow so I can meet my goals.
    Montes professionalism, compassion and interest in my success give me the confidence that my business will continue to prosper in the future. Working with Wellness Capital Management has been a pleasure. I can’t thank Monte enough for his help.

    Sue Niebaum

    President, Essentials Day Spa, Inc.
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    Thank you so much for your email newsletter this morning - even though, after all these years, I have not used your services as a sole prop, I really appreciate your writing (about the ACA in today's email) because it addresses - and can apply to, if One puts Their mind to it - many different business models and organization structures. Your perspective inspires me, which I believe is inspired by your many clients... Your desire to come to resolve, conclusion, and harmony (no matter how far off it may be in whatever topic you're addressing) is apparent in your method of communication and always willing to reach out.
    Thank you again for your newsletter, and I look forward to your insights as always - and if I get a chance to refer, I do...and to the DSA as well!
    Thank you so much for your email newsletter this morning - even though, after all these years, I have not used your services as a sole prop, I really appreciate your writing (about the ACA in today's email) because it addresses - and can apply to, if One puts Their mind to it - many different business models and organization structures. Your perspective inspires me, which I believe is inspired by your many clients... Your desire to come to resolve, conclusion, and harmony (no matter how far off it may be in whatever topic you're addressing) is apparent in your method of communication and always willing to reach out.
    Thank you again for your newsletter, and I look forward to your insights as always - and if I get a chance to refer, I do...and to the DSA as well!

    David Otto

    Anatriptic Arts
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    We are, at this time a million dollar a year spa business, and with the help of Monte and Wellness Capital, we have been profitable from month one. Having been in the industry for 20 years, I had never managed people nor had I been responsible for the financial success of an entire business. Through working with Wellness Capital, my business goals have solidified and my cash flow is understandable and manageable. Monte and those he surrounds himself with, are diligent and effective custodians of cash flow, profit and future projections. I have recommended Monte and Wellness Capital to my peers who have recently opened salons and spas, as well as to those who have been struggling to get a handle on 3-5 year old businesses.
    We are, at this time a million dollar a year spa business, and with the help of Monte and Wellness Capital, we have been profitable from month one. Having been in the industry for 20 years, I had never managed people nor had I been responsible for the financial success of an entire business. Through working with Wellness Capital, my business goals have solidified and my cash flow is understandable and manageable. Monte and those he surrounds himself with, are diligent and effective custodians of cash flow, profit and future projections. I have recommended Monte and Wellness Capital to my peers who have recently opened salons and spas, as well as to those who have been struggling to get a handle on 3-5 year old businesses.

    Angela Bern

    Owner, Red Urban Day Spa
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    Monte is a fantastic financial advisor for anyone in the spa or wellness industry. He has a deep understanding of these non-traditional business models and knows what it takes to make a profit in them. I advise all of my clients with financial or budgeting concerns to talk with Monte for a clear perspective on the steps they can take to make their business a success. We had great results.
    Monte is a fantastic financial advisor for anyone in the spa or wellness industry. He has a deep understanding of these non-traditional business models and knows what it takes to make a profit in them. I advise all of my clients with financial or budgeting concerns to talk with Monte for a clear perspective on the steps they can take to make their business a success. We had great results.

    Felicia Brown

    Owner, Spalutions