Our Latest Videos
In this Weekly Market Recap, host Eric Chemi engages with Adam Kobeissi, the Founder and Editor-in-Chief of The Kobeissi Letter, in a thought-provoking discussion on the current market dynamics. Dive into the nuances of bull and bear cycles, Fed policies, […]
To empower individual investors just like you to achieve, or even exceed, their financial dreams.
Trust, honesty & integrity, combined with well-informed, practical and risk-managed approach to protecting & growing your wealth.
Our Transparency Promise
Your Financial Success is our Top Priority
Navigating today’s complex investment landscape is no simple task. It demands in-depth knowledge, meticulous attention to detail, and time – commodities often hard to spare in our fast-paced lives. This is where Wealthion steps in, connecting you with a Registered Investment Advisor who can take the reins and steer your financial journey towards success.
Our singular mission is to pair you with the advisor who resonates with your financial aspirations. Regardless of whether that advisor is among our recommended professionals or elsewhere, our commitment is unwavering. We prioritize your financial growth and satisfaction above all else.
Opting to work with our endorsed advisors incurs no additional costs for you. To maintain transparency, we disclose that we receive a referral fee from them. This fee doesn’t affect your expenses in any way, but simply remunerates our effort in introducing you to top-notch financial expertise.
At Wealthion, we champion transparency, trust, and your financial prosperity. Allow us to help you harness the power of professional investment advice for your financial future.
Wealthion is a service of Greylock Peak Investments, LLC, an investment adviser registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Greylock only transacts business in states in which it is properly registered or is excluded or exempted from registration.
Before seeking any adviser’s services or making an investment in a fund, investors must read and examine thoroughly the respective disclosure document and ADV brochures.
PAST RESULTS ARE NOT INDICATIVE OF FUTURE RESULTS. THERE IS RISK OF LOSS AS WELL AS THE OPPORTUNITY FOR GAIN WHEN INVESTING IN MANAGED FUNDS.
We believe the combination of expert insight and informed action gives the best odds of successfully achieving financial prosperity.
Schedule your free portfolio evaluation now:
Team of professional financial advisors you can rely on
“It’s such a relief to finally have my money managed by a financial advisor who sees the world the same way I do.
They respect my concerns, help clarify my goals, and are conscientious stewards of my wealth.”