WealthRamp: The Right Fiduciary Financial Advisor at the Right Time

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Most people don’t believe they can have access to excellent, fiduciary financial advice from a highly qualified financial advisor.

The goods news is— you don’t have to be a millionaire– in fact, you can be a ‘thousand-aire’ and now get the same access to solid financial advice. That’s because technology is helping bring advisors and everyday investors together. I’m thrilled to tell you that WealthRamp began last spring matching consumers to the best-fit advisors. Now we want you to participate! Give me two minutes and I’ll match you to the right financial advisor.

Invest Just 1 Minute to Learn More. Watch This Video.

 

Click Here to Get Matched on Wealthramp for FREE.
Takes 2 Minutes.

 

Get matched now

 



  Hear what WealthRamp’s very first match, Elizabeth F., and her new financial advisor have to say about their experience!

 


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20 Comments

  1. Greg says:

    Really impressed and supportive with what you are doing and love to participate.

  2. Sasha says:

    Please let us know when these great tools are available! I really could use them ASAP. Thanks!

  3. Haley says:

    This is what I need and I’d like to try. Thank you!

  4. Tracy Karin Prell says:

    It’s an innovative Idea. Looking for a really good advisor is risky and I need help navigating the financial maze with the global economy and all of it’s volatility to ensure my money is invested properly. Haven’t seen anything else like this online so please keep me posted Pam! Thank you, Tracy.

  5. Susan says:

    The relationship requires a lot of trust. If the client isn’t skilled enough to verify, its pretty risky business to find a good one. I’d like to know when this service is available.

  6. Jan says:

    I’m looking forward to the Beta testing! Thank you so much for your help in managing my future…..

  7. Elizabeth says:

    With enormous good fortune, I was allowed to participate in pre-beta testing of WealthRamp several months ago. I am eternally grateful because our investment adviser match was spot on! Apprehension concerning this current market downturn has now been extinguished (due to the relationship we’ve formed with our investment team). They have their eye on our asset preservation, diversification and managed growth. They were an incredible find for someone who had no idea where to look! WealthRamp’s matching process was effortless (all on our terms), and the payoff of having professional advisers help guide our financial wellbeing has been priceless! Can’t wait for WealthRamp to launch as it will provide a much needed public service to the everyone at all income levels. Enough said, I highly recommend!

  8. David Whiteside says:

    After coming across your article in Bottom LIne Personal, which was exactly the information that I was looking for, I took a shot at contacting you to get guidance for going to the next step and finding the right financial adviser after many years of frustration with big name brokerage firms. Exactly as promised, your research tool provided 3 matches and last week I had a very successful meeting with the top contender. I have a few more follow up meetings but it is very likely I will transfer my portfolios into their firm’s hands because it was a full comprehensive financial service including retirement, property and estate planning, all for the same I was paying my broker to basically ignore me. AND the fees were openly discussed clearly and transparently, something that a cold case file detective couldn’t have discovered from my current broker. Very Refreshing and I am totally grateful. David in San Francisco

  9. […] confidence, this may be the perfect time for you to find a really good adviser. Incidentally, at Pamkrueger.com, I’m working on creating a website to help people find, vet and connect with financial advisers […]

  10. Gretchen says:

    5/29/15

    Connecting to Pam Krueger has been a godsend.  My husband and I are in the midst of major life changes as a result of illness and loss of income.  We have managed on our own for the past two years, but now are at a crossroads, needing expert financial planning as to how to proceed as we sell our home and downsize our lives.   With a daughter in high school, a son in college, our retirement years looming ahead, tenuous health (although hopeful for recovery) and many, many questions -it is complicated for us, to say the least.    

    My husband has been adverse to seeking advise from financial experts- fearing being taken advantage of and from prior experiences that were not fruitful, yet costly.  Gratefully we were guided to Pam, and she has graciously and with ease connected us to the perfect financial planner for our specific situation.   The Wealth Ramp website, along with Pam’s guidance, has been enormously helpful in pinpointing the perfect planner for us.  Within 24 hours of participating in the website’s software, we were connected and in touch with the perfect financial planner!  We have an appointment in a few weeks and feel very comfortable and confident with the planner who was matched to us.   It was all very seamless and easy and took no time at all.   

    My husband and I feel enormous relief and a sense now that we will be okay financially as we proceed into the next chapter of our lives.  What a gift that we received such expert, streamlined and compassionate guidance from Pam and the Wealth Ramp website.  I do not equate “compassion” and “financial guidance” very often, and this was a welcomed and true pleasure.  Additionally, the website contained several helpful articles, was easy to navigate, and the private messaging aspect to connect to our matched financial planner was easy to use and efficient.   

    Thank you so much, Pam!   I will definitely recommend your website and your services to everyone I know!   

    Sincerely,
    GD

  11. Suzanne Chen says:

    Thank you, Pam, for letting me participate in the beta testing of your website, Wealth Ramp. The website had some very helpful articles. Using the website was very easy and painless, thanks to your help. I was connected to a very good financial advisor within 24 hours. I am very comfortable and confident with the match you provided.

    Thank you, Pam! I will definitely recommend your website to everyone.
    SC

  12. Ray Shinnick says:

    Hi
    Yes I would be interested in being a beta tester please let me know when this is available

    • Profile photo of Pam Krueger Pam Krueger says:

      Hi Ray,

      That’s great– just let me know a good time to chat and I will help you. We’re in our early beta testing. The advisors who are on my platform are invited by me and personally vetted. I’ll explain when we talk. My cell is: 415.378.8240 whenever it’s convenient for you. Look forward to meeting you. Thanks! Pam

  13. Amy says:

    It was fun. I love the drag boxes. Made you think! So often I think my husband is handling all our investing issues so now I am really focused on just answering for myself.

    Let me know if I passed!

    ~ Amy

  14. Hannah says:

    Hello Pam, I have been watching Money Track all day today. I am hoping to start investing my money into stocks and bonds. I am a 25 year old nursing student eager to learn more, Thanks

    • Profile photo of Pam Krueger Pam Krueger says:

      Hannah, Great to hear, thank you! We have a brand new one hour MoneyTrack special coming out later this year. I promise to keep you posted, and please feel free to email us with any questions! Best Wishes, Pam

  15. Ellen Woodfin says:

    Your survey was so FUN :-). Way better than any I have seen or done! good job, and your picture and credentials are great! so, I got matched with Jim Pratt-Heaney, Andrew Nigreli, and Ursula Daley. Thanks!!

  16. Danielle says:

    Clients also need to be proactive in order for these to work.

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