At Wealthified, we believe everyone deserves access to a comprehensive, data driven wealth plan that encompasses financial planning, tax and estate planning, incapacity planning, and insurance planning.

All too often though, this planning is reserved for those who have a high enough threshold of investable assets.

This is why we created our software.

Whether you have $1,000,000 or $100 – you deserve a wealth plan.

We can get you there.