Please turn JavaScript on

Wealth.com

Want to keep yourself up to date with the latest news from Wealth.com?

Subscribe using the "Follow" button below and we provide you with customized updates, via topic or tag, that get delivered to your email address, your smartphone or on your dedicated news page on follow.it.

You can unsubscribe at any time painlessly.

Title of Wealth.com: "The Leading Estate Planning Software for Financial Advisors"

Is this your feed? Claim it!

Publisher:  Unclaimed!
Message frequency:  2.42 / week

Message History

We’re kicking off 2026 with some groundbreaking updates all rooted in our mission to empower advisors. This month, we hosted our inaugural EstateCon conference in Scottsdale, where we gathered the industry’s top visionaries to redefine the future of estate planning. If you missed it, don’t worry; you can check


Read full story

PHOENIX, AZ – JANUARY 27, 2026— Wealth.com, the modern planning platform for wealth management firms, today announced the launch of Wealth.com Tax Planning, a next-gen...


Read full story

In this testimonial, Sanger Smith, founder of Decidedly Wealth Management, shares how Wealth.com transformed the way he delivers estate planning for clients.


Read full story

PHOENIX, AZ – January 22, 2025— Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial<...


Read full story