We’re here.
We see you.
“Our communities get inundated with ways to spend. We don’t get inundated with ways to build wealth”, WealthMore CEO, Founder (former Wall Street Executive) Mical Jeanlys-White in Forbes article
Too many of us have been left out.
70% of Americans do not have a financial advisor. Yet, those who do grow 2X more wealth (source: Vanguard Alpha Study)
The top 10% hold $432,000 in stocks; middle incomers only $15,000.
Women invest less, live longer, and are more likely to live in poverty in retirement.
Only 34% of Blacks and 24% of Latinos own stocks.
Accessible Wealth for All
We stand for financial inclusion and leveling the playing field.
High account minimums, high fees and commissions exclude the vast majority of us from the investment and financial planning services we need to grow and retain wealth. Access to financial advice is key to the financial success and well being of every American.
Everyone’s wealth deserves the benefit of financial advice, not just the wealthiest. Account minimums, hidden fees, and commissions exclude many of us from the investment and financial planning services we need to grow and retain wealth.
The time for change is now. Join the wealth community led by experts.
We can make growing wealth work for all of us.