Business introduction
Meet Your Personalized Financial Decision-Making Companion
Navigating changing life circumstances, countless variables, and the fear of the unknown makes financial decisions feel overwhelming. Unlock your personalized financial decision-making engine and stop struggling with high-stakes financial decisions
Our philosophy
We believe in holistic financial decision-making. Elements of your financial life do not operate in isolation.
Financial decision-making must look at various risk vs. expected return tradeoffs and determine the best opportunities, considering your complete portfolio makeup, personal lifetime goals, and what the market is currently offering.
Most financial decision-making options deliver one-size-fits-all solutions. These options come with high fees, do not address all your assets and liabilities, and almost never take into account your unique goals or changing life circumstances.
For most people financial decision-making based on the interdependent relationship of your entire portfolio is next to impossible. Not anymore. We built WealthFluent to be that advantage for you. Even the top tier investment firms do not have the WealthFluent set of tools for their clients.
Your truly personalized financial decision-making companion designed to empower you to make clear, confident decisions tailored to your unique situation and preferences, lifetime financial goals, and market conditions. No matter what life throws your way.
WealthFluent Solutions
WealthFluent
Your financial situation is unique. Your system should be too Everyone else is selling one-size-fits-all solutions. WealthFluent takes the opposite approach. Transform every aspect of your financial life into a personalized decision-making engine. Get clear, actionable financial insights to tackle life’s toughest questions. Be the you you want to be. Not the......
business needs
view solutionWealthFluent for Couples and Families
Your entire household in a single dashboard Get a complete picture of your finances by bringing separate and joint accounts together, all into one personalized view. Make confident decisions knowing exactly where you stand financially. Collaboration made easy Work together seamlessly with built-in task management and a collaborative lifetime wealth plan that includes......
business needs
view solutionWealthFluent for Professionals
Go beyond traditional planning tools WealthFluent is a real-time financial decision-making system built for your clients’ whole, evolving financial lives. Forget static plans and siloed dashboards; turn your client engagement into a dynamic, living experience driven by your client’s goals, financial situation, and current market conditions....
