As Seen In
100% digital because that's how it should be.
A planning experience you'll understand, because you deserve it.
Investment management through Altruist
Financial Dashboard through RightCapital
No more guessing if you're on the right path.
Cash management through Flourish
Insurance Salesman
Unreachable
Transactional
High Commissions
When you consider a financial advisor, you probably expect this...
Fee-only
We're a fee only firm meaning we don't sell any products. However, Insurance is an important part of your plan so we make the recommendations and use trusted brokers to find the best carriers and prices.
Available when life happens
When's the last time you've heard from your advisor? Our clients have access to us whenever they need anything outside our normal meeting cadence. We intentionally limit our client list so that you get the attention you deserve
Planning not products
The last thing you want your financial advisor to be is transactional. We partner with our clients and focus on advice for life. Planning is meant to be fluid, adapting to your life changes.
Fiduciary
We avoid conflicts of interests at all costs. We believe financial advice should always be in the best interests of you. We're fiduciaries so we're required by law to always put your interests ahead of our own
At WealthBound, we provide
Personalized Advice
Everyone's path to wealth looks different. We work exclusively with young professionals to create the best path for you.
01
Schedule a call
We'll take some time to learn more about your situation and answer any questions you have. This will give us the opportunity to see if we're the right advisor for you. If we're not, we'll make sure to point you in the right direction to one of the vetted advisors in our network
02
Determine which services will add the most value
03
We work with people in one of two ways. We'll discuss whether it makes sense to engage in ongoing planning or a one time financial plan. Our one time plan is a three month engagement that gives you exactly what you need to accomplish your goals.
Begin the onboarding process
Regardless of the model we move forward with, every engagement starts the same way. We'll begin the onboarding process which starts with a conversation about you, your goals, and what got you to this point.
