WealthMore 1.5.5

WealthMore

The investing and planning service and community that offers guidance from wealth advisors to assist you in improving your financial decisions. It emphasizes wealth advice availability and the benefits of being part of a community network.

There is an alternative approach to wealth accumulation. Receive financial recommendations from advisors who understand your unique situation. Our diverse team of wealth advisors consists of Certified Financial Planners (CFPs), ensuring a high level of expertise is provided. Studies show that individuals who work with advisors achieve better outcomes.

START WITH AS LITTLE AS $5,000

• Invest in portfolios crafted and overseen by your wealth advisors.
• Receive regular updates and insights directly through the app.

ON-DEMAND ADVICE. SIMPLE WEALTH PLANNING.

• Connect via messages and chat with your wealth advisors whenever necessary.
• From investment strategies to real estate purchases, insurance, estate planning, retirement, and more, our advisors are available to help improve your financial decisions.
• The intuitive Wealth Plan tool simplifies tracking your financial objectives.
• Gain answers to urgent queries directly through your mobile device.

ACHIEVE MORE TOGETHER. COMMUNITY STRENGTH.

• Engage in communities with individuals who share common financial goals, such as #newinvestors, #firstgenwealth, and #womenwhowealth.
• Cultivate and expand wealth alongside your friends and family.
• Follow your wealth advisors for additional insights on topics like tax optimization, college planning, and estate planning.

Get started today! Join our community for valuable financial resources and support!