welcome to our company

We Do Financial Planning and Consulting

We specialize in accounting, tax and legal advice as well as corporate finance. For each of these fields, we have passionate in-house experts, who work tirelessly to stay on the cutting edge. We approach every problem from multiple angles.

areas of practice

What We Can Do for You

our philosophy

Financial planning
and investing
with WealthCo

In case you wish to improve financial planning for your company, we are happy to provide you with several options to get started right away. Our experts will assist with the selection of the best plan and strategy for your specific business.

how we can help

Investment Services

how we can help

Guidance: Your Roadmap to Financial Freedom

Immediately identifying a problem and fixing it is our main goal. We strive for excellence at every step of the financial planning process and stay ahead of the game. This dedication is the price of success.

people about us

Regardless of the difficulty of the job, or the unforgiving deadline, you can definitely rely on these guys. We greatly appreciate the quality performance and amazing consulting skills! “

James Collins

James Collins

Market Research

My primary goal was to find a team of talented people who would bring fresh ideas to our daily routine and who would make a positive change in the business and accounting system. “

Lauren Smith

Lauren Smith

Solutions Management

Thank you for all your professional help with our data! We wouldn’t be able to process all the statistics and numbers in time, and would surely lose tons of vital information! “

Nicole Morrison

Nicole Morrison

Data & Statistics
how we can help

Investment Results

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Assets Under
Management

Skilled specialists will help you manage any issue in no time.

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Institutions &
Consultants

Expert assistance and fast solutions for your new company.

You have goals - We have ways to help you

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Our Experts

Team of Professionals

Melissa Jones

Account Manager

Sam Harrison

Co-Founder, Advisor

Vanessa Lee

Founder, General Manager

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more information
contact info

Feel Free to Contact Us with Any Questions

Our Location

350 Avenue, New York, NY 10001

Call Us

Customer Care: 8 800 123 456 Support: 8 800 123 457

Working Hours

Mn - Fr: 8am – 8pm St – Sn: closed
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