A better way to get financial advice and invest online
Does the idea of investing your money online seem daunting?
WealthBar is different. We don’t leave you to fend for
yourself, but guide you in the process of investing your money
wisely. Starting with a comprehensive financial plan and continuing
with ongoing financial advice and support, our goal is to make
investing your money easy and effective.
WealthBar will be launching very soon but to thank you for your
interest we would like to offer you a complete financial plan
How WealthBar works
Start with a comprehensive personal financial plan
There’s a place to for investing your money without a plan. It’s
called Las Vegas. Other online investing services leave you to
make complex investment decisions on your own without a financial
plan or a professional guide.
Your plan will give you an overview of where you are today, outline
your financial goals, explain your options and show you the best
way to reach your goals. It will help you with things like
minimizing the taxes on your savings, properly taking advantage of
government benefits and ensure you know how much is enough to save
to reach your goals.
Best of all, right now, this planning free and the plan is yours to keep.
Investment recommendations from an expert
Doing it yourself involves a lot of time spent researching options
and building a portfolio from thousands of funds and stocks to
choose from. We’re sure you have better things to do with your
time, and that’s why we have expert portfolio managers who do the
research for you. You’ll get recommendations based on your goals,
risk tolerance and needs.
We ensure your money is invested in a truly diversified, cash-flow
generating portfolio. One that goes beyond simple stocks and bonds
and ensures a consistent cash-flow over time which helps to take
advantage of market ups and down while aiming to to reduce exposure
to market risk without sacrificing long-term results.
Being a completely online experience allows us to operate more
efficiently than traditional financial advisors and wealth managers
allowing us to charge the lowest fees possible with lower minimum
account balances. So you pay less and can get started sooner.
WealthBar’s planning tools, online reporting and analysis give you
complete transparency and control. We show you how your
investments are performing, let you compare against benchmarks and
give it to you in the context of your goals. This way, you’ll
always know if you are still on track. If you ever start falling
behind we let you know right away if it is a good idea to make any
changes, so you can react sooner, and when things are going well,
you’ll know exactly how well.
The WealthBar Difference
Comprehensive financial advice. We help you decide
how to save your money and not just what to invest it in. Things
like showing you how to save for your first home, or how to save
for your child’s education, or the most tax efficient ways to
manage your income during retirement.
We help you invest. Unlike other online discount
brokerages, you don’t have to become a stock broker in your spare
time. We manage your money so you can relax.
No commissions and low fees. We ensure you keep more
of your money so it can continue to work hard for you. We charge
you a simple low fee and don’t accept commissions from any of the
products we invest in on your behalf. And over time, as your
savings grow, your fees go down.
Online investing that’s simple. We give you clear, concise and
up-to-date analysis that explains exactly how your investments
are performing and what that means to you and your goals. This
means you always know, at a glance, if your investments are on