Easy Communication
Communication is the cornerstone of our approach. We built WealthShed on technology that allows for easy communication, allowing us to update you and your plan in real time.
Virtual Meetings
Enjoy meetings from home without sacrificing quality. We will meet at a time that works best for you and discuss any updates or improvements to your plan via secure video chat.
Client Preparation
While we will come prepared with materials, we will also send client prep work to be completed before the meeting. This information will provide us an insight to any changes that may be needed and ensure flawless communication.
Action Steps
After every meeting you will receive a set of action steps in your portal that will identify habits that can keep you on track.
Efficient Scheduling
Effortlessly schedule meetings with your advisor at a time that works best for you. No more back and forth via email, just simple scheduling.
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.
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:
