Get in touch anytime
Email
support@wealth.comPhone
+1 (855) 456-0333Fax
(602) 786-7797
Address
2425 E Camelback Rd Suite 150, Phoenix, AZ 85016
This is Estate Planning Reimagined™
Bringing together wealth management and estate planning to deepen client relationships and grow your financial planning business.
High Caliber Estate Planning Documents
Give your clients an intuitive way to create high quality estate planning documents, legally optimized for all 50 states and D.C.
Take Control with our Advisor Portal
Track client progress, get key insights and notifications and integrate with your CRM.
Elegant Visualization & Tailored Reports
Visualize the entire estate plan, including nuanced reports, to have more impactful conversations with your clients.
Combining best-in-class tech, AI and human expertise
Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings.
Jamie Hopkins
SVP OF PRIVATE WEALTH MANAGEMENT
CEO OF BRYN MAWR CAPITAL MANAGEMENT
#1 Rated Estate Planning Platform in the Industry
2X Award Winner
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