Financial Professionals First.

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Vetted Advisors

At WealthShed, we believe that optimal financial planning, begins with optimal financial planners. For this reason we ensure that all our financial advisors have the necessary experience and applicable designations to best serve you.

Fiduciary Duty

All our advisors are bound by fiduciary duty, meaning they must place the interests of clients above their own. Combining this with our fee only structure creates a culture of doing right by our clients above all else.

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Data Security

Our digital portal offering includes robust account and data security protection for all plans.

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Human Experience Meets Smart Tech

We believe the best planning comes from the synergy between intelligent technology and real human advice. Combining our advisors experience with tech- based delivery allows for more transparency, support, and discussion as your plans evolve.

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Dashboard

One App. All Your Wealth

We built a platform that works the way you do- efficient, integrated, and totally on your terms. With one login you will access:

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Financial Planning Dashboard

Track your entire net worth in real time, view trades, and take action with insights provided to help you reach your goals faster.

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Financial Planning Dashboard

Track your entire net worth in real time, view trades, and take action with insights provided to help you reach your goals faster.

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Easy Communication

Access a financial advisor any day, any time. No question is too small or too big for our messaging system and auto-notifcations for big events.

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Easy Communication

Access a financial advisor any day, any time. No question is too small or too big for our messaging system and auto-notifcations for big events.

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Licensed Professionals

Access to financial planners, attorneys, and CPA's bound by a fiduciary duty to put your interests first.

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Licensed Professionals

Access to financial planners, attorneys, and CPA's bound by a fiduciary duty to put your interests first.

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Transparent Fees

Enjoy clear and conflict of interest free fees paid yearly. No AUM fees meaning our costs stay the same as you grow.

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Transparent Fees

Enjoy clear and conflict of interest free fees paid yearly. No AUM fees meaning our costs stay the same as you grow.

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Apply Now

Apply now to jump the line and reserve priority access at discounted rates. While you wait, gain access to actionable investment insights and financial planning advice.

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Apply Now

Apply now to jump the line and reserve priority access at discounted rates. While you wait, gain access to actionable investment insights and financial planning advice.

Apply Now

Apply now to jump the line and reserve priority access at discounted rates. While you wait, gain access to actionable investment insights and financial planning advice.