The Wealth Account

Do you have skin in the game? Having money working for you in the market is better than keeping it under your mattress or even in a traditional savings or CD account in the bank. History has shown that returns in the market over time have beat traditional savings instruments. On average the S&P 500 has generated 10% annualized returns or approximately 7% after factoring in inflation*. This means that you real buying power decreases year over year if you were to invest your money most traditional savings vehicles (average US savings interest rate: 0.10% **)

The Goldilocks Wealth Account is a custom investment solution designed to help today's busy professional achieve their financial goals, and financial independence. Portfolios are designed to achieve your personal goals, whatever they might be. We invest in stocks, bonds and alternative assets to ensure your maximizing the investment opportunity set. Achieve your financial independence with Goldilocks Wealth.

• Single Stocks
• ETFs
• Bonds (ladders available)
• Index Trackers of popular Indexes