What is Wealthramp?
Wealthramp is an innovative online tool that makes the process of finding your best-fit advisor simple. Our proprietary matching algorithm will help you connect with a fiduciary financial advisor who understands your specific priorities and will collaborate in a way you expect.
Wealthramp flips the power dynamics and puts consumers in control, equipping you with the knowledge to understand the type of advisor that’s right for you and empowering you to make the first move with a vetted advisor or planner who has been matched with you based on your unique preferences. Whether you’re buying or selling a home or a business, receiving an inheritance, dealing with a divorce, or trying to figure out how to make your retirement income last, it’s about helping you find the right advisor at the right time. And we understand how challenging it can be to know where to go to find a trusted advisor who isn’t a salesperson. The industry is riddled with confusing lingo, varying titles and credentials, and opaque fee transparency.
Wealthramp eliminates this confusion and frustration and provides you the assurance that the advisors with whom you’re matched are truly experienced, qualified and, most importantly, focused solely on your financial needs and best interests. We are the only network of independent, fiduciary, fee-only financial advisors expertly vetted by television investor advocate Pam Krueger, creator and host of the award-winning MoneyTrack television series on PBS.
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