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Thank you so much for offering a way to cut through all the offerings on the Internet for such an important choice-finding a partner to work with in planning and guiding our financial future.

Beth, Fitchburg, MA

I completed the Wealthramp match process then met with the advisor. I learned several things that have set me up to increase my wealth safely over time, and learned the best time my husband and I should taking social security. This was the most productive meeting I ever had regarding my assets. Wealthramp works.

Susan Beach, Virgin Islands

My husband has been adverse to seeking advise from financial experts- fearing being taken advantage of and from prior experiences that were not fruitful, yet costly.  Gratefully we were guided to Pam, and she has graciously and with ease connected us to the perfect financial planner for our specific situation. 

Gretchen, Boston, MA

We live in the middle of New Hampshire. How in the world would we have found an advisor of this caliber without WealthRamp?

Elizabeth F., New Boston, NH.

Exactly as promised, your research tool provided 3 matches and last week I had a very successful meeting with the top contender.  Very Refreshing and I am totally grateful. 

David, San Francisco

How to Have a Successful First Meeting with an Advisor

Pam Krueger: CEO of WealthRamp Jul 21st 2017

It’s tempting to lean back and let the expert drive the very first meeting. I recommend that you take the lead. Here are some key questions that...

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Are Interest Rates Finally on the Rise?

Andrew Nigrelli: Jun 28th 2017

On June 14, 2017 the Fed announced its fourth increase in their interest rate targets in the past 18 months. Are the interest rate increases we’ve...

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What Protects Investors More Than The Fiduciary

Pam Krueger: CEO of WealthRamp Jun 9th 2017

Is your financial advisor acting in your best interest? Starting today, advisors who help clients invest for retirement must by law, adhere to the...

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What Do Financial Advisors Actually Do?

Pam Krueger: CEO of WealthRamp May 9th 2017

If you've ever thought about asking for help with your finances—maybe trying to roll over your 401k without getting dinged by tax penalties or...

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It’s Not the Fiduciary Rule – It’s the Fiduciary Standard that Matters

Pam Krueger: CEO of WealthRamp Mar 31st 2017

  The Department of Labor’s Fiduciary rule started making headlines the day it was finalized in April 2016. It was the first time that many...

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Are you still using your Ex’s financial advisor?

Pam Krueger: CEO of WealthRamp Mar 5th 2017

Three Reasons You Might want to Change that Back in the “old days,” women tended to be financially dependent on their husbands and thus were often...

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