How we can work together
Building a prosperous future begins with a plan and at Wealthily, we’re here to help turn that plan into a reality. With our personalized investment strategies and advisory services, we aim to simplify the complexities of finance, ensuring your goals remain at the forefront. No matter your objectives, we provide a suite of services designed to meet you where you are and help you succeed.
What We Offer
Digital Investing with Personalized Coaching
Gain access to professional, affordable money management tools that make investing seamless and stress-free. With automatic rebalancing to optimize your portfolio, you can stay focused on your goals. Once your balance reaches $25,000, unlock access to personalized coaching sessions to fine-tune your strategy.
Minimum Investment: $10
Professionally Managed Stock Portfolios
Trust your portfolio to a team of experts. We offer customized portfolios of individual stocks, carefully managed to align with your financial objectives. Using tax-smart investing techniques, we ensure your investments work harder for you while minimizing unnecessary burdens.
Minimum Investment: $5,000
Continuing What We Offer at Wealthily
At Wealthily, we believe that your financial journey should be empowering, simple, and tailored to your unique needs. Our suite of tools and personalized solutions is designed to help you build confidence in your decisions, take control of your future, and achieve meaningful progress at every stage of your life.
Make progress with our planning tools
No matter where you are on your financial journey, Wealthily provides the tools and guidance to help you plan for the future with clarity and purpose. From tracking your spending and managing debt to finding growth opportunities for your savings, we help you visualize where you stand and explore the next steps with confidence. Best of all, you have the flexibility to adjust your plan whenever life changes.
Take the guesswork out of financial planning. Our user-friendly tools ensure that progress feels achievable and actionable, no matter your starting point.
Build your own portfolio
We believe that you should have the freedom to take control of your investments while receiving the support you need. Wealthily offers a comprehensive suite of tools to help you build a personalized portfolio that reflects your goals and risk tolerance. Choose from a range of investment options, including mutual funds, ETFs, and individual securities, and craft a strategy that’s uniquely yours.
With Wealthily, you’re never navigating the investment landscape alone. Our resources ensure you feel informed and empowered every step of the way.
A simple approach for retirement
Planning for retirement doesn’t have to feel overwhelming. Wealthily provides a straightforward solution for retirement investors through target-date funds. These funds automatically adjust their mix of stocks and bonds over time, becoming more conservative as your target retirement date approaches.
All you need to do is select a target date closest to the year you plan to retire, and we’ll handle the rest. With Wealthily’s retirement approach, you can feel secure knowing that your future is in trusted, expert hands.
At Wealthily, our mission is to simplify your financial journey while giving you the tools to take charge of your goals. Whether you’re building wealth, managing your portfolio, or planning for retirement, we’re here to walk alongside you with unwavering support, expertise, and care. Let’s build the future you deserve together.