New Tools to Empower Investors, Introducing WealthRamp

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For three seasons on MoneyTrack, our television audiences have been asking us, how do I a find qualified financial advisor? We’ve shared the good, the bad and ugly when it comes to professional financial advisors.

Now I’m thrilled to tell you we’re about to introduce a truly exciting online tool that will finally help you find, vet and connect with the best-fit financial advisors.

These are the questions you’ve been asking. When something major changes in our lives it usually impacts our finances— buying or selling a home or a business, a divorce, dealing with a family inheritance, or understanding when it’s time to re-balance your portfolio or roll over 401k savings without getting hit with a giant penalty. These are some of the reasons you may feel you want real investment advice from a professional– someone who isn’t motivated to sell you expensive investment products.

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Stay tuned! We’re about to launch WealthRamp.com– your online Financial Advisor Connection that will cut through the clutter of credentials to find the right fee-based investment advisor at the right time. Think eHarmony— my new tool will match you to the best-fit advisor based on your personal preferences. Contact me now to participate in our pilot.


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