Skip to main content

How it works

Ramp up your wealth in 3 easy steps

Let's face it. We're talking about money, and your financial circumstances are unique.

You deserve financial advice that isn't one-size-fits-all. In 3 easy steps, get matched to the best-fit professional investment advisors based on your personal preferences, including how you want to interact with an advisor. WealthRamp is here to help you get where you want to go.

Remember, you're in control of the process.

 

 

 

We ask.
You answer.

Our job is to save you time. Your priorities are what drive the best possible match. The questions we are asking screen out the advisors who don't fit your preferences.

Review your
matches

Take a close look at each advisor match, you'll find their background records right there on their profile. Remember, the advisors on Wealthramp are fiduciaries, not salespeople.

Communicate

Click 'Request a phone call' and expect a reply from that advisor within 48 hours. You can also talk to your advisor matches using our private message.. 

Success

Let the real financial planning begin!

Now go have fun. Your financial future is bright.