Aaron Nielsen

Today, we’re officially launching Shared Prosperity Group, a new kind of wealth management company designed to fight wealth disparity!

As a huge thank you to our early supporters, anyone joining during our first three months will receive a special Founders Club discount:

• Invest $50k or more: Receive a 10% lifetime discount on our management fee (lowered from 1% to 0.9%).
• Invest $500k or more: Receive a 20% lifetime discount on our management fee (lowered from 1% to 0.8%).

It only takes a few minutes to get started. Open an account or speak with an advisor.

We just launched 12 new financial planning tools on the dashboard: Taxes, retirement accounts, home buying, insurance, college savings, Social Security timing, and more!

Here’s everything that’s now available:

Log in and try them out! And if something catches your eye or raises a question, we’d love to talk through it.