Wealth Services Reimagined
It’s time to stop putting the financial advisor at the center of wealth services.
Investment related services should be delivered by experts.
We pick the brains of our experts often and share their insights here.
Integrated technology so you can manage your wealth with right-fit experts.
Holistic wealth services that include personalized index-based investing and wealth planning.
Rather than try to monetize access to commoditized technology we look to leverage the increased efficiency allowing us to keep our fees low.
You are the steward of your wealth and as the financial head of household, you should be in control of the process. WealthFactor makes that possible.
It’s time to stop putting the financial advisor at the center of wealth services.
WealthFactor is a wealth services company designed for you, the financial head of household, empowering to make managing your wealth simple, accessible, and transparent.
As the steward of your wealth, you avoid unnecessary complexity and risk, maximizing the probability you meet your goals.