OUR COMMUNITIES
You don't have to figure this out alone.
Join a community of people building wealth together — with professional advisors leading the way. Connect, learn, and stay accountable with people who share your goals.
20 communities · Advisor-led · Free to join · Always
WHY COMMUNITY MATTERS
Accountability changes outcomes.
Research consistently shows that people are far more likely to achieve their goals when they have support and accountability. That's why WealthMore communities aren't just groups — they're guided wealth-building experiences, led by our in house wealth advisors and designed around your goals.
65%
chance of achieving a goal when committed with others
95%
success rate with structured accountability check-ins
20
advisor-led communities across goals, life stages, and strategies
Not your average finance community.
WHAT MAKES US DIFFERENT
Most finance communities online rely on unmoderated discussions and anonymous advice. WealthMore communities are built differently.
Advisor Led
Every community is led by WealthMore's in-house wealth advisors— not anonymous voices from the internet. Real guidance, every time.
Goals focused
Each community is built around a specific financial goal, life stage, or investing strategy — so insights and activities stay relevant and actionable.
Action Oriented
The focus is on helping members take action — not just consume information. Guided prompts, live sessions, and structured learning keep you moving forward.
FEATURED COMMUNITIES
Find your people. Find your focus.
Most members join multiple communities. Start with the ones that match where you are right now.
PERSONAL AND WEALTH JOURNEY
#firstgenwealth
For first-generation wealth builders navigating financial systems their families never had access to.
Most popular community
#womenwhowealth
A space for women building wealth on their own terms — investing, planning, and closing the gender wealth gap.
Most popular community
#newinvestors
For people just getting started. No judgment, no jargon — just clear guidance and a community that gets it.
Most active community
FINANCIAL PLANNING
#retirementplanning
Preparing for financial independence — whether retirement is 5 years or 30 years away.
#cashflowmanagement
Budgeting, spending, and saving strategies that actually work in real life.
#homeownership
Buying and owning a home — from saving for a down payment to managing a mortgage.
INVESTMENT PORTFOLIO COMMUNITIES
#TeamConservativeGrowthPortfolio
Stability-focused · 4% stocks / 96% bonds
#TeamModerateGrowthPortfolio
Growth focused · 70% stocks / 30% bonds
#TeamBalancedGrowthPortfolio
Balanced approach · 40% stocks / 60% bonds
#TeamAggressiveGrowthPortfolio
High growth · 90% stocks / 10% bonds
QUESTIONS
FREQUENTLY ASKED QUESTIONS
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WealthMore communities are advisor-led spaces focused on learning and building better financial habits.
Each community centers around a specific financial topic, life stage, or investment strategy. Members receive guidance, insights, and prompts from WealthMore advisors to help them make progress on their financial goals.
Think of them like guided financial coaching experiences—where members follow along with expert advice and structured content.
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Communities are led by WealthMore’s own wealth advisors.
Our wealth advisors are FINRA-licensed professionals — including CFP®, Series 7, and Series 63 designations — and fiduciaries legally required to act in your best interest.This ensures members receive professional financial guidance, not just opinions from the internet.
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Yes.
Access to WealthMore communities is included with the free WealthMore Community membership.
Members receive educational content, financial guidance, and advisor-led insights within each
Community Membership plan is not an investing or advisory account. Community plan is for educational purposes only.
For personalized advice and investing, our Invest+ and Premium Advice+ membership plans are available. -
Getting started is simple:
Create a free WealthMore Community membership
Access the WealthMore platform
Follow the communities aligned with your financial goals
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Yes.
Most members follow multiple communities based on their financial goals.
For example, someone might follow:
#newinvestors
#retirementplanning
#TeamModerateGrowthPortfolio
This allows members to build knowledge across different areas of their financial life.
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No.
Anyone can access WealthMore communities through the free Community membership.
Members who upgrade to Invest+ or Premium Advice+ gain additional benefits such as a dedicated wealth advisor, advisor-led investment portfolios, and personalized financial planning support.
Community is free. And it's just the beginning.
Join free and start building wealth alongside people who get it.
When you're ready — your advisor is waiting.
Free membership · No credit card required · Upgrade anytime