Your goals, saving and investing made simple
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WealthStep guides you through the keys to financial independence


Focused on what matters

Use WealthStep’s proven Aim>Save>Invest>Spend process to accomplish your goals

The best of both worlds

An automated planning and investment service with the option of human help


Guidance and monitoring

Get clear advice, action reminders, learning videos and reports


WealthStep is for you if you:

  •  Need help knowing how much to save and how to invest
  • Want to invest or are in a 401(k) built for WealthStep
  • Know you can be successful with good guidance
  • Value advice driven by experts + algorithm
  • Need proactive reminders and video tips
  • Want the option of a human advisor in the future

* If you prefer to work with a human advisor, check out our personal wealth management services. If you are a 401k fiduciary, click here.


Planning/Saving Advice


Low-Cost Investments



Diversified Portfolios


Tax Efficient Investing


No Hidden Fees


Hassle Free Investing

WealthStep Gives  Back

For every account created, WealthStep will donate time to financial literacy education presentations to parents and kids at schools, especially in underprivileged areas.

Want a presentation at your school? Join the waitlistWant a retirement preparation presentation at your company? Contact us.

The truth you need to know

0 % Most aren't on track to retire, especially when factoring in health care costs

0 % Many people don't even know they're not on track to retire

0 % Emotional investing causes underperformance of 4% per year.

$ 0 Is the 2017 average monthly Social Security payment enough?

How ready are you?

See how much money you’ll need to be able to stop working.

If you save this much by the age 65: $ You might be able to spend this monthly in retirement: $1,667

Learn more about this estimated “4% rule” calculation.