Wela Financial Tools: Free

  • A personalized game plan designed just for you based off of your financial needs and goals.
  • All your accounts in one place. Weekly update emails.
  • Powerful financial planning tools. Track your goals.
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Invest with Wela Strategies

Research suggests human advisors can add 3% to returns.

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ACCOUNT SIZE ANNUAL FEE
$0 - $ 250,000 1.00%
$250,00 - $500,000 0.90%
$500,00 - $1,000,000 0.75%
$1,000,000+ Speak with Wela

What do I get?

WELA FINANCIAL TOOLS INVEST
WITH WELA STRATEGIES
Complete financial picture in one app
Automatic goal setting and tracking
401k asset allocation
Access to financial planning tools
Free consultation and financial game plan
Investment management via ETFs (low minimum)
Dedicated human advisor
Financial planning review
Automated portfolio rebalancing

Have questions? Contact us or call at 678-608-0420.