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How It Works
Take control of your wealth in minutes.
Build a tailored investment strategy, add structure to your goals, consolidate old accounts, and start growing your wealth consistently and confidently. It's that easy.
Everything you need, at your fingertips
A dedicated financial advisor guides you through sign-up, helps you build your plan, and meets with you at least quarterly.
Tailored portfolios for each of your accounts allow you to invest purposefully and make consistent progress towards your goals.
Never worry you're carrying excess cash again. Set up cash sweeps from your savings into your investment accounts without thinking about it.
Set up accounts for as many goals as you need so that you're investing and earning along the way towards making a big purchase.
Manage your family's wealth from one place, so you can see and make decisions about your wealth without logging in to multiple accounts.
Reduce the risk of overexposure with technology that automatically rebalances your portfolio every day.
Cascade new money across your accounts in a way that's designed to automatically reduce your taxes.
Easy to start. Easy to stay on track. Easier than ever to build the life you want.
Quick, Easy, and Ready When You Are
01. Configure
Sign up and set up your profile and preferences in under 10 minutes.
02. Personalize
Quickly and securely structure your goal accounts and cash waterfall.
03. Launch
Fund your accounts to start marking progress towards your goals.
04. Relax
We handle the rest, keeping you on track with advice at your fingertips.
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