Announcements

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.

This month, we’re officially soft-launching Shared Prosperity Group right here in Portland, Oregon! After months of planning and late nights, we wanted our very first post to express the deep gratitude we feel towards our friends and family. Whether you acted as a sounding board, offered technical advice, or simply kept us encouraged, your support helped turn a good idea into a real company. We truly wouldn’t be launching this March without you. Thank you!!