What is WealthStep’s mission?

By
8 years ago

WealthStep’s mission is to make lives better through simple, actionable financial advice and education.
WealthStep does this by providing:

  • Online advice and portfolio management for 401k plan participants at no cost to participants.
  • Online advice free, and portfolio management for individuals outside of retirement plans for a low fee.
  • Education videos and social media reminders, to improve decision-making and avoid pitfalls.
  • 401k design and management advice to 401k fiduciaries.
  • Live education seminars to school communities (free) and companies (for a fee that supports the free school education).

WealthStep is a double-bottom-line company, sustainable economically, with the parallel goal of giving back to the community through financial literacy education and advice.

This article is for informational and educational purposes. Any hyperlinks to third party websites are not endorsements and outside content is believed to be reliable but has not been independently verified. Consult an objective financial advisor for guidance as appropriate.