About

Hi There!

With over a decade of financial industry experience, it was quickly apparent there is a lack of consistent, objective, and easy-to-understand information around financial planning. The information that is available often comes at a large cost to those individuals looking to improve their financial situation. We help families and individuals navigate financials decisions, developing an evolving plan focused on their unique needs and desires.

WealthU was started because we believe in doing things differently.

We help with more than just investment management
No commissions or kick backs from anyone (we only are paid by our clients)
We pride ourselves in deeply understanding traditional and cryptocurrency markets
We use modern technology to make your life easier

Whether you’re a thriving business owner or career-driven professional, having the right financial advocate and partner can go a long way towards ensuring a prosperous future. If this sounds like you, feel free to schedule a free assessment below to get started.

AS FEATURED IN

Investment Philosophy

WealthU believes in keeping things simple. As an independent, fee-only investment advisor we do not receive sales commissions and are not beholden to a particular investment product or company. We primarily utilize a low cost, passive investment style. However, we are not a mindless robot or computer algorithm. We believe individual investors do possess some advantages over larger institutions and thus seek to use those advantages to our client’s benefit when possible.