WealthFactor: An Overview

WealthFactor is a digital wealth services company designed for you. Our goal is to make managing your wealth simple, accessible, and transparent.

You are the steward of your wealth and you should be in control of the process. WealthFactor makes that possible.

How?

In an industry built around the financial advisor generalist, we have reimagined wealth services by removing the parts that don’t work and reworking the parts that do.

Wealth services should be designed around you, not a financial advisor. Innovation in technology built for you, not us, is the key.

Through our platform, each client maintains their position as director of their wealth while our technology offers both robust wealth management tools and access to right-fit experts.

By cutting out unnecessary layers of people and processes, our clients have direct access to the expertise they need while maintaining control of their wealth, all through our user-friendly, secure platform.

Why?

  • We believe cutting out unnecessary layers of people, processes, and complexity is the best way to minimize risk and maximize the potential for success.
  • We believe low costs reduce the pressure to recommend more risk in order to achieve financial goals.
  • We believe you should only pay for services that you need or will use.
  • We believe you should be the steward of your wealth and that we can help you preserve it - you’re in control, not us.
  • We believe you should have greater access to real subject matter wealth experts if you need them.
  • We believe you should not have to choose between a robo-advisor and a financial generalist - we bridge that gap and do both better.

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What?

What we believe may sound really lofty and unattainable in an industry that doesn’t seem to work this way, but we’re forging ahead anyway, and rewriting the wealth services narrative in these three ways:

  • Simple:  Layers of management and processes get in your way. We’ve replaced the financial advisor generalist with the technology you need to steward your wealth well.
  • Accessible:  Use our free tools and engage the help of our experts in the areas where you need it the most. Only pay for the help you need.
  • Transparent:  We leverage innovative technology built for you because doing things the way they’ve always been done isn’t good enough.

The result is holistic wealth and investment services backed by real wealth experts and robust financial technology all at a base price of 0.35% on assets up to $10 million and 0.10% thereafter. Learn more about our services.

Who?

The human factor of WealthFactor includes a team of subject matter experts ready to help you organize your portfolio, strategize and plan for what’s ahead, and invest based on your right-fit amount of risk. Meet your team of Wealth Experts.

We are actual experts in our respective fields, not financial generalists. So the idea is you can build your own right-fit team, and only pay for that expertise if you need it.

Plus, you benefit from our Wealth Concierge services just by being a client. Our concierge team is here to help establish your accounts and answer questions you may have while navigating our platform. Meet your Wealth Concierge team.

See, it’s this balance of “do-it-yourself” with the “white glove” comfort of knowing we’re here if you need us - and when we say here, we mean a real, life human answering your call for help, not a robo-advisor.

What Now?

You built your wealth and deciding to entrust the preservation of that wealth isn’t easy. With WealthFactor, you remain the leader and we want to support you to ensure its preservation.

So let’s talk.

Let’s see if our approach works well with what you need.

Schedule a time with Bill Woodruff, our Founder, to get your questions answered and to learn more about the difference you’ll experience with WealthFactor.

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