Essential Investors

Discover the Power of Smarter Investing


Strategies to Build Wealth



At Wealthy You, we strive to empower individuals to achieve financial independence. Our goal is to provide resources and guidance for smarter investing.

Wealthy YOU offers easy-to-use tools designed to help you plan, build, and manage your portfolio with confidence. From savings calculators to an asset allocation toolkit, our resources make professional investing strategies simple and actionable.

Goal Setting

Great investing starts with a clear purpose. Wealthy YOU helps you define your goals, whether it’s retirement, buying a home, or building financial freedom, and turn them into a step-by-step plan. With personalized milestones and progress tracking tools, you’ll stay focused, motivated, and on course toward success.

Asset Allocation

Your mix of stocks, bonds, and cash is the single most important decision you’ll make as an investor. Wealthy YOU simplifies the process of determining your ideal asset allocation based on your age, goals, and comfort with risk. Use our tools to design a portfolio that’s personalized, resilient, and built for long-term growth.

Index Investing

Most professionals don’t beat the market—and you don’t need to try. Index investing gives you broad diversification, low fees, and reliable performance. Wealthy YOU shows you how to build an efficient, evidence-based portfolio using index ETFs so you can grow wealth without the guesswork.

Portfolio Tools

Managing your investments shouldn’t feel overwhelming. Wealthy YOU’s suite of portfolio tools helps you stay on track with automatic rebalancing alerts, contribution reminders, and visual progress trackers. Stay disciplined, stay diversified, and make smarter decisions with ease.

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Interactive Savings and Investment Planning Tools
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Goal-Setting Tools
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Private Market Investment Insights and Planning Tools
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Private Market and Alternative Investment Insights
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Due Diligence Reports on Private Market Investments
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Institutional Quality Investment Strategies
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Accredited Investor Investment Insights
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Private Markets Focused Q&A Webinars
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Features & Benefits
Essential Access
$19/month
Perfect for All Investors
Accredited+ Access
Premium Tier
For accredited investors
Coming Soon
Interactive Savings and Investment Planning Tools
✓ Included
✓ Included
Portfolio Strategies and Investment Insights
✓ Included
✓ Included
Goal-Setting Tools
✓ Included
✓ Included
Access to Premium Editorials and Guides
✓ Included
✓ Included
Regular Investor Habit-Building Support
✓ Included
✓ Included
Live Q&A Webinars (General Education Only)
✓ Included
✓ Included
Private Market Investment Insights and Planning Tools
✕ Not Included
✓ Included
Private Market and Alternative Investment Insights and Research
✕ Not Included
✓ Included
Due Diligence Reports on Highly Rated Private Market and Alternative Investments
✕ Not Included
✓ Included
Institutional Quality Investment Strategies (For Accredited Investors)
✕ Not Included
✓ Included
Accredited Investor Investment Insights
✕ Not Included
✓ Included
Live Q&A Webinars Specifically Focused on Private Markets and Alternatives
✕ Not Included
✓ Included

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Disclaimer

Private investments come with regulatory restrictions and may not be suitable or available for all investors. The information provided is for educational purposes only and is not intended as a recommendation or promotion of any specific fund or strategy.

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