Welcome to
We believe it’s impossible to be wealthy if you are not living intentionally.
Our vision is to make intentional living the new wealth standard.
Who We Are:
We are a virtual financial services company committed to finding a Better Way for 6 and 7 figure value creators.
Who We Serve:
val·ue cre·a·tor
Noun: Someone who creates more than they consume
Our BetterWealth Approach:
- Identify what you want
- Remove any unnecessary Financial Friction
“Financial Friction”
may Include…
Over Paying on Taxes
Bad Debt
Bad Credit
Lacking Clarity
Insurance Gaps
Not Maximzing Your Income
Not Optimizing Savings
Lack of Control & Knowledge
Not tracking cash flow
Underperforming Investments
Not knowing your numbers
Lack of Legacy planning
We are a virtually financially Services Company that helps increase wealth efficiency for 6 and 7 figure value creators.
Our Services
Powered By BetterWealth:
Betterwealth Legacy
Betterwealth Legacy is for individuals who love their family and want to leave a legacy to the people they care most about when they are gone. We do this through a comprehensive estate plan to help families have an easier and more robust transition after passing.
BetterWealth Office
BW Office is designed to allow six- and seven-figure value creators to take advantage of the ultra-wealthy family office service. It is a one-stop shop for helping you make financial decisions to live an intentional life.
Free Resources
John Doe
Founder, ABC Inc.
Jane Smith
CEO, XYZ Corp
Our Vision - Make Intentional Living
The Wealth Standard
On a mission to capture 1,000 intentional living examples