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Wealthminder

About Wealthminder

There are currently 55 million US households with meaningful investable assets, representing 11 trillion dollars, and 80% of them are not on track to meet their long-term financial goals. Both the advisor industry and the large DIY brokers are failing the consumer. Furthermore, while many sites exist that provide partial answers, there is a gap in the – more... market for a comprehensive DIY solution to help people understand where they are at, where they want to go, and how to prudently get there. After aggregating their existing assets into a single portal, we start by creating a sound financial plan based on both their needs and their risk tolerance. This is followed by an assessment of their current situation and a series of recommendations to help get them on the right track. Our software then works proactively to keep them there. – less

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