Institutional Financial Planning As a Benefit
Offer your team access to professional financial planning, no cost, no contracts, and no administrative work for your company or organization.
Our benefit is 100% member sponsored, and member optional. Through our institutional partnerships we provide your team discounted access to financial planning.
We are not a financial or investment product, but instead a fiduciary guide for your members on all financial matters.
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Built for Benefits & HR Teams
Let's Take Care of Your Team Together
What Employees
& Members Receive
Deeply discounted pricing
Personalized financial planning
Investment and retirement guidance
Estate and family planning support
Ongoing access to a dedicated team
What Organizations Receive
100% member Optional.
Fully member paid. No cost to organizations.
Simple to roll out. We provide all promotional materials and support throughout.
Why Organizations Choose WealthShed
Zero Cost. Zero Contracts. Zero Admin
No Cost to You
Our benefits are fully employee paid
No Contracts or Minimums
Employees choose whether to participate
No HR Administration
We manage all communication, support, and enrollment
Professional, Fiduciary Guidance
Advice is provided based on a fiduciary standard
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Does this cost employers anything?
No. The benefit is completely optional and paid directly by participating employees.
Is there any administrative work for HR?
No. We handle all communication, support, and onboarding.
Is this a retirement or investment product?
No. This is a financial planning benefit designed to support employees across all areas of their financial lives. We do not earn commissions and charge participating employees a deeply discounted flat fee.