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“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

  • Wealthion Macro Bites 10/8/25

    Gold fundamentals continue to coalesce.  Expectations for Fed easing, anti-dollar sentiment, deteriorating U.S. finances, geopolitical stress and now the short-term catalyst of a U.S. government shutdown have powered spot gold to a $4,050 in early morning trading, up 54.3% ytd […]

  • Trey Reik’s Silver Masterclass: Why Silver Could Surge to $100 as Gold Breaks New Highs

    Trey Reik’s Silver Masterclass: Why Silver Could Surge to $100 as Gold Breaks New Highs

    💡Silver’s setup has never looked stronger. Own physical gold and silver securely through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH Silver is entering one of the most powerful bull markets in decades. Wealthion’s Executive Producer, Mario Rodriguez, speaks with Wealthion host and precious […]

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  • Wealthion Macro Bites 10/7/25

    Wealthion Macro Bites 10/7/25

    China’s PBOC added 40,000 ounces to its gold reserves in September (11th consecutive month of increase) bringing the total to 74.06 million ounces.  China has now purchased 1.26 million ounces (39.2 tonnes) since restarting its purchases in Nov. ’24.  The World […]

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  • Sandy Kaul: Tokenization, AI & Wallets Will Redefine Global Finance in 5 Years

    Sandy Kaul: Tokenization, AI & Wallets Will Redefine Global Finance in 5 Years

    💡 Markets evolve fast, your investing strategy should too. Get a free portfolio review with Wealthion’s Endorsed Financial Partners at https://bit.ly/470olNN Franklin Templeton’s Head of Innovation, Sandy Kaul, joins CoinFund President Chris Perkins to explain why the next five years […]

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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.

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“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.