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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 9/12/25

    Reflecting mounting tension in the Fed’s dual mandate (full employment vs. stable prices), Thursday’s hotter than expected CPI print (+0.4% m/m vs. est. +0.3%) was overshadowed by the unexpected surge in weekly initial jobless claims to 263,000 (vs. 235k est.), […]

  • Jonathan Wellum: Stocks Could Crash 40% as Debt Crisis Fuels Gold

    Jonathan Wellum: Stocks Could Crash 40% as Debt Crisis Fuels Gold

    💡Get a free portfolio review with Jonathan Wellum and the team at Rocklinc, visit: https://bit.ly/3KjAdT6 Is America headed for a recession? Rocklinc’s Jonathan Wellum joins Maggie Lake to warn that the U.S. economy is slowing to “stall speed,” debt is […]

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  • CPI Is In, Bonds React: Wealthion Macro Bites 9/11/25

    CPI Is In, Bonds React: Wealthion Macro Bites 9/11/25

    CPI numbers are in for August and they saw consumers paying more for a variety goods and services and more than expected. That coupled with higher than expected jobless claims and the Fed Reserve meeting for next week is primed […]

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  • Oracle Stocks Surges nearly 40%

    Oracle Stocks Surges nearly 40%

    Oracle Corp.’s latest earnings report has triggered a historic day for the company and its stock, fueled by unprecedented demand for its cloud services, particularly from the artificial intelligence sector. While the reported earnings per share of $1.47 slightly missed […]

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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.”

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