About us

WHAT IS WEALTHRAMP?

The core of Wealthramp’s editorial content is an agnostic and educational experience for investors. Pam Krueger is the founder of Wealthramp and an investor education expert best known for her role as creator and executive producer of PBS’s award-winning MoneyTrack television series. It was the show's viewers who pointed out that there's no credible online resource where the average investor can easily find a qualified investment advisor. 

Pam’s now bringing her decades of experience and agnostic approach to educating investors online. Wealthramp is an exciting new online tool that will finally help investors find, vet, and connect with the financial advisor who fits their specific needs best and practice as fiduciaries. These are some of the questions most people want to ask:

  • Have you ever wondered what a financial advisor really does or how they differ from one another?
  • How do you know if you need to hire an advisor?
  • How much does it really cost to have professional investment advice?
  • How do you protect yourself from getting scammed?

Whether you’re buying or selling a home or a business, receiving an inheritance, or trying to figure out when it’s time to re-balance your portfolio or how roll over your 401k without getting hit with a giant penalty, it’s about finding the right advisor at the right time. 

Pam has heard her audiences loud and clear as they asked how to find qualified financial advisors who are not salespeople, but advisors who work only for their clients. Wealthramp is growing into an online community where consumers can feel comfortable learning what they really need to know about financial advisors.

Like eHarmony helps match people in romantic relationships, this new tool empowers you to find the right advisor based on your personal preferences and provides the resources so you can learn how advisors differ from one another.  Wealthramp simplifies the whole process of choosing your best-fit advisor.

WEALTHRAMP IN BETA

We launched Wealthramp in 2016 when our first beta user from New Hampshire was matched with an investment advisor in Boston. Ever since, we've been quietly expanding from New England and northern California. We've made just over 300 matches, and every user's story is unique.

We ask our users to answer questions that help us learn their priorities and how they want to interact and communicate with an advisor. The biggest surprise so far has been that our users tell us they actually like answering my questions. They say that when they see their own priorities organized in this way, it becomes clear what they really want and need from an advisor. This is what helps us make the best match for you.

WEALTHRAMP'S FIRST MATCH