Wealth Science® focuses on the connection between money and psychology. Your personality can have a significant role in your money behavior and even your perceptions of wealth. We help clients grow their wealth by building personalized financial plans in a way that fits who they are.

Wealth Science isn't just trying to optimize your money. We're trying to understand you—the person making decisions about the money—to better help you with managing your wealth. Most financial plans start with your money. Ours starts with you. The goal is to create a more personal experience that supports both financial goals and a healthier relationship with money.

Money Happiness™ refers to the feeling that your financial life is going well rather than badly. At Wealth Science, Money Happiness™ is shaped by each client’s unique personality, experience, and personal life story with money.

FinPrint® is a patent-pending assessment tool developed by Wealth Science’s team of psychology PhDs that assists Wealth Science Advisors in building, implementing, and relentlessly executing unique financial plans for each individual client to help improve their wealth and Money Happiness.

Yes, we use our extensive in-person interview or virtual coupled with our patent-pending assessment tool, FinPrint™, to create your personalized financial plan. We build that plan by understanding you as an individual, not just as a set of numbers.

Planning fees for plan creation typically start at $1k and depend on the scope of work and a clients' needs and life circumstances. More information on the fees we charge for our services can be found in our ADV Part 2A Brochure.

Yes, Wealth Science offers each potential client a complimentary "coffee and conversation" in our private coffee shop or by video.

Wealth Science provides a private client login portal for accessing your accounts.