Solutions Built For Your Needs
Optimal Service Tailored To Your Needs
Your Financial Goals Are Our Priority
Key Life Events
Saving for a home? Maybe planning to take that dream vacation?
Investment Management
Investing tailored to your financial considerations & risk tolerance.
Retirement
Opportunities include IRA, 401k, and many others.
Estate Plans & Succession
Plan for the future, & secure your family's legacy.
Education
Student loan advisory, 529 planning, Coverdell? We're here to help!
Alternative Investments
Structured Notes, ETF's, LP's, and tactical opportunities upon request.
Filing Made Simple For Businesses & Institutions
5500 retirement plan management, 401k structure, and corporate retirement benefits can be complicated. Instead, we've created a system that works for you and your organization. Tell us your requirements, and we help you develop the rest. It sounds simple, and that's because it should be.
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Virtual Support
Your investment support team is here for you when you need it. Our state-of-the-art virtual platform means receiving answers about your investment questions every step of the way. Whether you're in need of a late-night Zoom call or end-of-year team meeting, we have your back.
Tailored For You
Our open-architecture, open-sourced approach aims to avoid unnecessary fees and increase user transparency. Whether plan participants require investments with specific risk parameters or consistent plan auditing, we are here to provide solutions to meet the needs of your organization.
Less Administrative Burden
With our virtual submission platform, 5500 form has never been easier to complete. Simply, fill out a short submission survey, and we assist you in completing the rest. From plan compliance to financial administration, we are here to help.
The WealthRx Virtual Portal Makes 5500 Planning Simple & Efficient!
Here's How it Works:
Login to your customized corporate WealthRx portal. The portal allows you to easily upload files, download a blank 5500 for a new submission, schedule meetings, and watch guide videos for additional assistance.
Receive Needed Assistance
With your personalized portal, you can request changes with our team. For further assistance, you can easily setup a zoom or phone call with just a few clicks. From there, you'll be connected to a professional who can guide you through the process. Convenience and assistance are just a click away.
Plan Advisory Made Simple
Structuring your retirement plan to meet your needs doesn’t have to be complicated. Simply, complete our virtual questionnaire outlining your plan and employee requirements. We’ll conduct a detailed review of your existing plan to identify any adjustments needed to optimize its structure.
Let's Talk!
Interested in improving your retirement management?
Send us a message!