Walk You To Wealth
Typically responds within 24 hours
FOUNDING YEAR
2023
NUMBER OF EMPLOYEES
1
Walk You To Wealth's Assets Under Management (AUM)
Under $25M
BUSINESS AFFILIATION
Independent RIA
FIDUCIARY
Yes
INVESTMENT APPROACH
Passive management
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
Dover, Massachusetts
SUPPORT
Standard Support
Walk You To Wealth
Walk You To Wealth is a pioneering financial advisory, asset management, and education firm. We empower individuals, regardless of income or assets, to navigate personal finance through simple, accessible, and exceptionally affordable flat-fee services—with no asset minimums.
Founded by a seasoned professional with over 20 years of experience at firms like Fidelity, Coinbase, and Kraken, our expertise is backed by CFP®, CPA, and PFS certifications. We offer fiduciary guidance on everything from budgeting to strategic investing and retirement planning.
Our mission is to help real people build real wealth as a beacon of unbiased trust, jargon-free advice, and a truly dedicated partnership in an often opaque industry. We provide a transformative journey toward personalized financial empowerment.
Founded by a seasoned professional with over 20 years of experience at firms like Fidelity, Coinbase, and Kraken, our expertise is backed by CFP®, CPA, and PFS certifications. We offer fiduciary guidance on everything from budgeting to strategic investing and retirement planning.
Our mission is to help real people build real wealth as a beacon of unbiased trust, jargon-free advice, and a truly dedicated partnership in an often opaque industry. We provide a transformative journey toward personalized financial empowerment.
Clients who would be a good fit
You are kind and value a comprehensive financial plan, jargon-free investment advice, and proactive investment management without hidden fees and asset minimums so you can focus on what matters most.
Clients who wouldNOTbe a good fit
Those seeking a quick fix solution or with a fixed mindset.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Subscription
$99 to $299
Meeting Options
Video meetings
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
