About WealthStream
Redefining Financial Advisory for High-Complexity Clients
WealthStream was founded on a simple observation: high-earning professionals and business owners were getting fragmented advice from multiple providers, leading to gaps in their financial strategy and missed opportunities. We built a better way.
Why WealthStream Exists
The traditional financial services industry was built around product sales and commission-driven advice. High-earning professionals found themselves working with multiple advisors—one for investments, another for taxes, a third for insurance—with no one taking responsibility for the big picture.
We saw ambitious professionals struggling with fragmented advice, conflicting recommendations, and advisors who didn't understand the unique challenges of variable income, complex tax situations, and equity compensation. They deserved better.
WealthStream was founded to bridge this gap. We created a fee-only, fiduciary practice that integrates all aspects of financial planning under one roof. No product sales. No commissions. Just objective advice focused entirely on your financial success.
Today, we operate as a lean, high-functioning advisory firm that combines deep expertise with cutting-edge technology to serve a focused group of high-complexity clients who value both strategic thinking and flawless execution.
Our Philosophy
Every decision we make is guided by these core principles that put your interests first.
Objective, Fee-Only Advice
No product sales, no commissions, no conflicts. Our recommendations are based solely on what's best for your financial future.
Evidence-Based Investing
We believe in the power of indexing and factor investing, backed by decades of academic research and real-world results.
Smart Complexity When It Matters
While we value simplicity, we know when sophisticated strategies—executed with clarity—can add meaningful value.
Technology-Driven Excellence
We integrate top-tier financial technology to deliver efficient, accurate, and comprehensive financial guidance.
What Drives Us
We're passionate about creating meaningful change in our clients' lives. Whether through major strategic decisions or the small, consistent improvements that compound over time, we're driven by the opportunity to make a real difference.
Our Commitment
We believe in the power of indexing and factor investing, backed by decades of academic research. While we value simplicity, we also know when smart complexity—executed with clarity and accountability—adds real value to your financial life.
"We do all the things you wish your CPA would do. We think ahead, not just file returns. We integrate your entire financial picture so nothing falls through the cracks."
— The WealthStream Philosophy
How We're Different
Traditional Advisory Firms
- • Product-focused recommendations
- • Commission-based compensation
- • Fragmented service providers
- • Reactive tax preparation
- • One-size-fits-all solutions
- • Limited technology integration
The WealthStream Way
- • Objective, fee-only advice
- • Transparent, flat-fee pricing
- • Integrated, comprehensive service
- • Proactive tax planning
- • Customized strategies
- • Cutting-edge technology
Our Mission
To provide high-earning professionals and business owners with the integrated, objective financial guidance they need to build extraordinary wealth and live with confidence.
We're not trying to be everything to everyone. Instead, we focus on doing exceptional work for a select group of clients who value expertise, transparency, and results. We believe that the right financial strategy, executed with precision and accountability, can be truly transformative.
Ready to Experience Integrated Financial Guidance?
Let's discuss how our comprehensive, fee-only approach can help you achieve your financial goals with confidence and clarity.