ABOUT US
We're On A Mission To Finally Make Finance Make Sense!
Our goal is to break the mold of old school finance and be more accessible to all ages, incomes, and asset levels.
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The WealthTenders is a fully virtual, fee-only independent investment advisory firm focusing on retirement, tax planning and estate planning.
We focus on making finance make sense & believe in less jargon and more strategy that is relatable. Reach out to us for a conversation on your terms when and where you're most comfortable. We are a privately owned local business & we treat our clients like our best friends, no exceptions.
Virtual but personal! Operating in a fully virtual model in all 50 states that allows our clients maximum time efficiency in their own lives with ongoing planning available via Zoom, Phone & Email.
Our team maintains a cadence of quarterly to annual reviews with clients while always being available in-between.
We strongly believe in a dedicated customer service model of availability with a direct line of contact with an advisor, not an assistant.
Our fee structure is a refreshingly transparent & simple 1% of assets under management.
We adhere to the fiduciary standard and there are no commissions or agents involved with our business model, this means we can be fully independent when managing your assets.