Wealth.com @WeAreWealth
A combination of best-in-class estate planning technology, AI and human expertise to elevate the wealth management industry. wealth.com United States Joined May 2021-
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We're thrilled to invite you to a rooftop cocktail party, hosted by wealth.com and @Lifeworks_RIA , following Day 2 of the WealthManagement.com EDGE Conference. This exclusive event lights up the night on May 14th, from 7 - 9PM, at Hyde Beach House, just a short…
.@WeAreWealth is the standard.
Anne Rhodes, our Chief Legal Officer, sat down with @thatEdLopez on @vaneck_us Trends with Benefits podcast. She tackled major misconceptions surrounding estate planning, discussed the implications of the great wealth transfer and emphasized that having any plan is better than…
In this episode of The Practical Planner, Anne Rhodes and @TKopelman offer practical pointers on how financial advisors can help clients manage costs related to estate planning, including legal fees. 🎧Tune in to learn why the secret often includes proper planning and setting…
I just spoke with my mother, and I handle their finances as clients. She said she LOVES @WeAreWealth and wants a t-shirt! We are filming a video soon, but she said if you want to get your estate planning in order, use wealth.com! At @concurrentfp, yes, we do!
"The way that we're leveraging AI is taking these tedious processes and using technology for what it's intended to do: reduce cost, reduce the time it takes to do something, drive efficiency," Danny Lohrfink of @WeAreWealth tells @RachelWitkowski. financial-planning.com/news/chatgpt-i… @finplan
Three reasons why business owners should create irrevocable trusts: 1️⃣ Control Planning 2️⃣ Asset Protection 3️⃣ Tax planning. Learn more about these objectives and discover actionable tips in our latest episode on The Practical Planner. link.chtbl.com/the-practical-… @TKopelman
Congratulations to Anne Rhodes, our Chief Legal Officer, on being named Estate Planning Executive of the Year among the Top Women Industry Leaders of 2024 by @wealth_report! Anne, along with the other remarkable women on this list, was selected for her role model status,…
We're excited to share that our advisor council team at wealth.com is expanding with the addition of @DrPrestonCherry 🎉 @DrPrestonCherry is the Founder and CEO of Concurrent Financial Planning and serves as Director of the Center for Financial Wellness at the…
19 ways to enhance your personal and professional brand fastco.expert/3Vosffd from @KarenBudell @paunovic @SteveTN @theresaneil @KristinMarquet @relevance @MaddyOsman @SeismicSoftware @WeAreWealth @RioLongacre @syedbalkhi @valvacante @BelseyKehringer @3ECinc and more
We're excited to share that we will be attending the inaugural Future Proof Retreat! ✨ Attending from our team will be Tim White, Chief Partnership Officer, and Danny Lohrfink, Chief Product Officer. They are eager to share insights on why wealth.com has been voted…
I had a ton of people ask me about this "should your trust own your business" Anne and I talk about this for an entire episode and when it can make sense We do one episode on revocable trusts and another on irrevocable
I had a ton of people ask me about this "should your trust own your business" Anne and I talk about this for an entire episode and when it can make sense We do one episode on revocable trusts and another on irrevocable
Should revocable trusts own your clients’ businesses? The short answer is yes. They offer flexibility in estate planning, allowing separate roles for personal and business matters. 🎧 Listen now: link.chtbl.com/the-practical-…
We had a blast at #OrionAscent! 📷 The wealth.com team had an amazing time in San Diego connecting with valued partners, clients and friends. We're already looking forward to next year's conference! If you didn't have a chance to stop by for a demo and you'd like…
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Jim Carroll @vixologist
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Steiny, DO, MBA @JeffSteinerDO
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Lifeworks Advisors @Lifeworks_RIA
89 Followers 9 Following We are an RIA and technology firm building the future of advice.
Dr. Preston D. Cherry.. @DrPrestonCherry
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Facet @join_facet
1K Followers 294 Following Financial planning for every facet of your life.💸 Disclosures:https://t.co/7ba0jlfX7s
joanne bradford @jbradhere
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Redtail Technology @RedtailCRM
6K Followers 1K Following Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail
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5K Followers 4K Following Modern CRM for financial advisors. Get a free trial at https://t.co/F90PL1ebUC.
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Anna N'Jie-Konte, CFP.. @anjiekonte
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8K Followers 2K Following Power your growth and scale your business with Orion’s fully connected technology and investment solutions. https://t.co/wePQyBzEUZIntroducing Future Proof Citywide! 🌴 Join us in Miami’s South Beach from March 16-19, 2025, for the largest wealth and asset management event in the world. Forge powerful connections, explore new strategies, and lead the charge in tech advancements. 2,500+ Anticipated…
We are thrilled to announce the official launch partners of Future Proof Citywide! Future Proof Citywide will take place in Miami Beach from March 16-19, 2025 and is set to be the broadest and most significant wealth and asset management event in the world. Please visit…
🎧 In this episode of Trends with Benefits, @thatEdLopez at @vaneck_us speaks with Anne Rhodes, chief legal officer of @WeAreWealth, about the ins and outs of estate planning. Tap in for an educational conversation with two of the industry's finest!🔥 podcasts.apple.com/us/podcast/est…
@WeAreWealth @TKopelman could we get an episode where you and Anne discuss the inheritance topic of per stirpes vs per capita? Guaranteed banger!
I just spoke with my mother, and I handle their finances as clients. She said she LOVES @WeAreWealth and wants a t-shirt! We are filming a video soon, but she said if you want to get your estate planning in order, use wealth.com! At @concurrentfp, yes, we do!
Is spring time officially yacht season? 🛥️ Tap into this fun-filled conversation where @jimmymoock and @elenaspeaking speak to Tim White of @WeAreWealth about yachts, estate planning, fintech and so much more! 🎧⬇️ open.spotify.com/episode/1mEvKQ…
"The way that we're leveraging AI is taking these tedious processes and using technology for what it's intended to do: reduce cost, reduce the time it takes to do something, drive efficiency," Danny Lohrfink of @WeAreWealth tells @RachelWitkowski. financial-planning.com/news/chatgpt-i… @finplan
Wrapped up my work day with: - Recording a podcast with the @WeAreWealth folks + @TKopelman on real estate/estate planning - Being asked by @christine_benz to speak at the John C. Bogle Center for Financial Literacy annual conference Solid way to end my day! 🤌🏼
Join us in celebrating the recognition of @WeAreWealth's Anne Rhodes as Estate Planning Executive of the Year by @wealth_report's Pathfinder Awards – Top Women Industry Leaders of 2024! 🎉 Congratulations on this well deserved award.🌟⬇️wealthsolutionsreport.com/2024/03/26/wsr… #WSRPathfinders
I want to give a huge congratulations to @shruti_jo of @join_facet, Kylee Beach of @orionwealthtech, Anne Rhodes of @WeAreWealth, Laura Korbel of @F2_Strategy and all the other incredible women who were recognized by @wealth_report's top women leaders in 2024. Let's go ladies!!…
@WeAreWealth @wealth_report Congrats, Anne
@WeAreWealth @wealth_report So incredibly deserved!!
🔥 @WeAreWealth vs. @orionwealthtech 🔥 Which team will come out on top? #WealthTechMadness
19 ways to enhance your personal and professional brand fastco.expert/3Vosffd from @KarenBudell @paunovic @SteveTN @theresaneil @KristinMarquet @relevance @MaddyOsman @SeismicSoftware @WeAreWealth @RioLongacre @syedbalkhi @valvacante @BelseyKehringer @3ECinc and more
Our annual #WealthTechMadness tournament starts Thursday, so let's meet this year's #Fintech matchups! The Round 1 grudge matches continue with #estateplanning darlings: @WeAreWealth vs @encorestateplan. Which one will get your vote in 2 days? 👀
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