We combine customized financial planning from CFP® professionals with scientific portfolios designed to reward investors based on factors that drive return.

Fiduciary responsibility to always act in your best interest

Intelligent investment portfolios optimized for risk & return

Customized financial planning accessible from anywhere

Unlimited access to your CFP® Professional

Ongoing Advice and Investment Management 
Built on Three Powerful Ideas

1. Services should be responsibly delivered as a fiduciary.
Our culture isn't about focusing on what’s best for the firm, but what’s best for the client. WealthShape doesn’t recommend solutions that are simply suitable. Instead, we only recommend investments that are right for your unique situation and never accept commissions. There is a difference.

2. Investing should be based on empirical evidence.
We specialize in the real world application of academic and Nobel Prize winning research. Our foundation is built on data; independent thinking; adaptively; and making adjustments as we discover more. As students of capital markets, we believe that there are smarter ways to compensate investors for taking risk. It’s a commitment to over 90 years of financial science, based on the factors that drive investment returns.

3. Financial planning should be objective and ongoing.
We view planning as a process for continued improvement that's never static. Our clients receive comprehensive access to all their investments, goals and progress in one easy to understand, secure location. We recognize that the critical role of a financial advisor is to become the guidance a client needs. At WealthShape we make CFP® professionals available to all our clients, not just the ultra wealthy.

​It starts with a conversation and a simple purpose.
​We ask questions, discuss ideas and see if our services can help you meet your long-term financial goals.

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