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Achieve Financial Resilience with the
Right Advisor

“You don’t have to see the whole staircase, just take the first step.” – Martin Luther King Jr.

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Actionable Insights From The Top Money Experts

  • Flash Report: Fed Cuts Interest Rates

    The Federal Reserve today, made the widely anticipated decision to cut its benchmark interest rate by 25 basis points, bringing the federal funds rate to a new target range of 4.00% to 4.25%. This marks the first rate cut of […]

  • Wealthion Macro Bites 9/17/25

    Wealthion Macro Bites 9/17/25

    Major financial news today is being dominated by the Federal Reserve’s anticipated interest rate decision, with markets widely expecting a 25-basis-point cut to support a cooling U.S. labor market, despite ongoing political pressure and a backdrop of elevated inflation. This […]

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  • Markets Cautiously Await Fed Decision

    Markets Cautiously Await Fed Decision

    U.S. financial markets showed a sense of cautious optimism today, with stocks climbing as investors positioned themselves ahead of the Federal Reserve’s key policy meeting. The S&P 500 inched closer to new all-time highs, while the Dow Jones Industrial Average […]

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  • Dan Ives: AI, WorldCoin & the Future of Human Authentication

    Dan Ives: AI, WorldCoin & the Future of Human Authentication

    💡AI and crypto are reshaping markets fast. Protect your wealth with a free portfolio review from Wealthion’s endorsed advisors at https://bit.ly/3IgcnHy WorldCoin isn’t just another cryptocurrency, it could be the missing layer of authentication for the AI age. In this […]

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Our Mission

To empower individual investors just like you to achieve, or even exceed, their financial dreams.


Our Values

Trust, honesty & integrity, combined with well-informed, practical and risk-managed approach to protecting & growing your wealth.

Our Transparency Promise

Our top priority is to find you an adviser you are confident is the best fit for your financial goals.

It’s a rare person who has both the investing expertise and time to actively manage a portfolio in today’s markets with long-term success. Most of us have a demanding life to focus on instead, so recruiting outside expertise often makes sense. Our top priority is to find you an adviser you are confident is the best fit for your financial goals. If that turns out to be a firm different than the one we endorse, that’s completely fine with us.

If you do decide to work with one of our endorsed advisers, please note we will receive a fee from them for the referral.
This fee does NOT lead to any increased costs to you. We mention this up front to demonstrate how much we value transparency in the referral process.

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:

Thousands of

satisfied investors

SEC registered

investment advisor

Team of professional financial

advisors you can rely on


Trusted by

“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.”

J.S.