Wealth Enhancer Experience

Our Wealth Enhancer Experience is a simple, 5-step process developed by the wealth management experts at WealthCo to grow your net worth and engineer your assets to their fullest potential.
It includes:

  • Risk Management
  • Estate Planning
  • Succession Planning
  • Asset Management
  • Tax Minimization Strategies


Building long-term wealth is a journey,
not an event.

Seventy-five years of combined experience at WealthCo has taught us that to be successful
at building wealth for our clients, we had to be successful at building relationships. Therefore, our focus is not on what makes us unique but rather what makes you unique. Since 1999, WealthCo has been focused on helping our clients and their families create and realize their personal financial vision. Our wealth management experts work with your current professional advisors so our network of independent specialists can ensure you are on the right track - now and into the future.


Step 1: Vision Blueprint

You would never build a home without a blueprint - why build a financial plan without one?

One of the challenges most people face when planning for their financial future is creating clarity around their goals. Our Vision Blueprint process helps you focus on your personal, business and financial vision. The experience integrates all of those pieces and puts them to work in creating your financial roadmap.

Step 2: Personal Financial Profile

A clear understanding of where you are today will pave the path to where you want to be tomorrow.

The second part of the Wealth Enhancer Experience focuses on you. Working collaboratively with your existing professional advisors, the Personal Financial Profile allows our team to gather, process and focus comprehensive information about your past and present to realize and actualize your future goals.

Step 3: Wealth Expander

We aren't looking to invest your money - we are striving to invest in your future.

This third stage of the process focuses on building the financial solutions and strategies that will create your Wealth Expander Action Plan. We advocate for your financial success by completing an in-depth analysis, evaluating multiple strategies to help you realize your Vision Blueprint. We consolidate all of your financial information into one comprehensive plan; working with you to ensure you have clarity around where you are today and where you want to be tomorrow.

Step 4: Event Navigator

Think of us as your project manager - making your blueprint a reality.

Your blueprint has been drawn up and the Wealth Expander strategies put in motion. Creating your financial future doesn't happen overnight. The Event Navigator ensures the implementation of the solutions and strategies your have created with our Wealth Management Experts. We work with you and your other professional advisors to ensure each piece of your Wealth Expander action plan is put in place.

Step 5: Wealth Enhancer Review

Engineering your assets to their fullest potential - now and into the future.

As your family evolves and your financial needs change, you may look at your wealth goals in a different light. Small, calculated adjustments to your Vision Blueprint are always necessary as personal and professional dynamics change. As with any journey, one of the most important things is to ensure that you are still on track to get to your destination. At WealthCo, we realize that our clients are in it for the long-term, and so are we.

If you're tired of receiving minimal returns from stock markets, and want to diversify your portfolio, we would be honoured to work with you, take the first step - contact us at: 403-537-5853