Over 10 years of financial industry experience, I quickly came to the realization there is a lack of consistent, objective, and easy-to-understand information around financial planning – especially in the space of cryptocurrency. The information that is available often comes at a large cost to those individuals looking to improve their financial situation. 

We started WealthU because we believe in doing things differently.

• 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 technology to make your life easier
• We help with more than just investment management

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, I hope you’ll schedule a free consultation.