WEALTHSHAPE, LLC
Wealth Management We develop customized financial plans according to your unique situation, implement recommendations, and provide ongoing advice and portfolio management to help you reach your goals. Financial planning shouldn’t be static. It should be vibrant and ongoing. We provide access to all your investments, goals and progress in one easy to understand, secure location. WealthShape doesn't recommend solutions that are simply suitable. Instead, we only recommend investments that are in your best interest.
Evidence Based Investing Our dedication is to the real world application of over 60 years of academic and Nobel Prize winning research. WealthShape builds sophisticated portfolios by carefully combining multiple investment providers including Dimensional Fund Advisors (DFA), Applied Quantitative Research (AQR), Vanguard and more to access the diversification and factors we seek, while prudently managing costs and taxes.
We created a more efficient process for meeting with and servicing clients. It begins with a simple conversation. We ask questions, discuss ideas and see if our services can help you meet your long-term goals. To get started choose one of the following options:
Schedule a Consultation at one of our convenient office locations
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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