Investing is HARD. Achieving the right portfolio mix to achieve your life goals is important. Let Goldilocks wealth guide the way for you. We'll be your easy button for investing. Goldilocks was built with one mission in mind: to take down the barriers to investing easily and smartly. Our mission is to build your investment portfolio around your life, not the other way around. Our tailor made portfolios are designed just for you, investing just right.

Our products are designed with the following elements in mind:

• Simplicity - We eliminate the financial jargon and make the process of investing seem like an easy button.
• Quality - Sound financial products with low fees that make you feel good about your investment.
• Accessibility - Easy sign up and account management process, open to all.

Our founders met at the Haas School of Business but have lengthly backgrounds in finance and technology. They are passionate about helping others effortlessly invest.

Have a general question or want to reach out to us? Shoot us an email at info@goldilockswealth.com