Submitted by Joanna Allen
Research reveals these critical findings as it pertains to building wealth.
- “By 2030, American women are expected to control much of the $30 trillion in financial assets that Baby Boomers will possess – a potential wealth transfer of such magnitude that approaches the annual GDP of the United States.” (Source: McKinsey)
- “Only 35 percent of Americans work with a financial advisor.” (Source: Northwestern Mutual 2022 Planning & Progress Study)
- “Sixty-six percent of Black respondents feel their community is at a disadvantage compared to Hispanics (37 percent), Asians (17 percent) and Caucasians (seven percent) who feel this way about their respective communities in terms of wealth accumulation.” (Source: US Bank Survey)
WealthMore has a leading, diverse team of CERTIFIED FINANCIAL PLANNER™ professionals (CFP®s) who help individuals start investing, planning, and building wealth. This financial app has communities led by wealth advisors ( CFP®s or CFP® equivalent) to give individuals real-time advice about investing, retirement, college planning, home buying, insurance, estate planning, and taxes. WealthMore delivers hyper-personalized financial advice leveraging our proprietary AI and patent-pending scoring models.
WealthMore requires an initial investment of $1000 to start individuals on a journey to financial security and freedom. WealthMore offers three plans – Invest+, Premium Advice, and Premium Advice+ – to help individuals on their financial journey.
WealthMore partnered with Apex Clearing Corporation (a subsidiary of Apex Fintech Solutions) to provide brokerage services, including custody and clearing, to WealthMore customers. WealthMore provides individuals with diversified investment portfolios, high-yield savings accounts, and fixed-income bond portfolios.
Here is an overview of the plans.
Invest + plan is designed for someone starting their financial journey. Invest+ benefits include the following.
- Access to all of our advisor-led investment portfolios
- Personalized portfolio recommendations to help you meet your goals
- Real-time portfolio insights and updates from your expert advisors
- Access to our exclusive, interactive Wealth Plan tool for help with cash flow management, home buying, tax optimization, retirement planning, and more
Note: There is a $25 monthly fee.
Premium Advice includes all the benefits of Invest+ and the features listed below.
- Expert advice on demand. Message, text, or chat with your wealth advisors whenever you need to speak with wealth advisor
- Unlimited access to your expert wealth advisors
- Complete financial planning advice from home buying, taxes, estate planning, insurance, college planning, retirement planning, and more
- Access to all our advisor led communities – #homebuying, #newbieinvestors, #cashflowmanagement, #womenwhowealth, and many more
- Ongoing insights and updates from your communities
- Recommended community and individual activities, challenges, and events tailored to motivate and inspire you to meet your goals
Note: The plan cost can be up to one percent of your ongoing assets under management (AUM) .
Premium Advice+ includes all the Premium Advice features for one fixed fee.
Note: There is an annual fee of $1500 with no minimum required investment balance.
“As a first generation American, my grandparents and parents didn’t have access to information about investing and planning, and they could have benefited from a service such as WealthMore to help them build and transfer wealth,” says Jeanlys-White.
WealthMore is our private banking solution for investors who don’t have $500,000, $1 million, or $10 million to get on the road to financial freedom. This app will allow for wealth creation and financial stability for many who have never been included or dreamed that was an option.
Visit WealthMore to learn more about this brand-new financial app to level the economic playing field for everyone.
About WealthMore
WealthMore is a premium, wealth advisor led, tech-enabled investing and financial planning service and community without the barriers to entry. WealthMore offers a diverse team of CERTIFIED FINANCIAL PLANNER™ professionals ( CFP®s) or equivalent to make investing and building generational wealth inclusive to the many that have been left out and overlooked by financial advisors. Expert financial advice from individuals who see and get you is essential to creating a more prosperous financial future.
WealthMore will have communities led by wealth advisors ( CFP®s or CFP® equivalent) to provide individuals with real-time advice about investing, buying a home, retirement and college planning, insurance, estate planning, and taxes. WealthMore is headquartered in Philadelphia.
About Apex Fintech Solutions
Apex Fintech Solutions is a fintech powerhouse enabling seamless access and frictionless investing. Apex’s omni-suite of scalable solutions fuels innovation and evolution for hundreds of today’s market leaders, challengers, change-makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with the most significant ideas are empowered to change the world.
Apex works to ensure its partners succeed on the frontlines of the industry via bespoke custody & clearing, advisory, institutional, digital assets, and SaaS solutions through its Apex Clearing™, Apex Pro™, Apex Advisor Solutions™, Apex Silver™, and Apex CODA Markets™ brands.
For more information, visit Apex Fintech Solutions.