Who’s in the Pool?

TWP-Character-Individuals-FamiliesINDIVIDUALS & FAMILIES

Get answers to life’s painful financial questions: What does it cost to raise a child? What’s the return on investment (ROI) for a college degree? When can I retire? The Wealth Pool provides insights to probing questions like these and more! 

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TWP-Character-Financial-AdviorsFINANCIAL PROFESSIONALS

The Wealth Pool does not dispense financial advice or execute trades – we leave that to your trusted planner, advisor, or broker. What The Wealth Pool does do is help the individual make sense of their household’s numbers and empower them to be self sufficient do-it-yourselfers (DIYs) or supplement their relationship with their trusted planner/advisor/broker.

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TWP-Character-High-Schools-UniversitiesHIGH SCHOOLS & UNIVERSITIES

The Wealth Pool seeks to partner with schools at both the High School and College/University levels. We have a "Student Portal" through which partnering institutions can avail their student body to a private, student-only Wealth Pool experience.

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