WealthShape is a Fee-Only independent financial advisor that unites modernized financial planning from a CFP® professional with scientific portfolios designed to reward investors based on factors that historically drive return.
Transforming Wealth Management We develop customized financial plans according to your unique situation, implement recommendations, and provide ongoing advice and portfolio management to help you reach your goals. Financial planning shouldn’t be static. It should be vibrant and ongoing. We provide access to all your investments, goals and progress in one easy to understand, secure location. WealthShape doesn't recommend solutions that are simply suitable. Instead, we only recommend investments that are in your best interest. There is a difference.
Evidence Based Investing Our dedication is to the real world application of over 60 years of academic and Nobel Prize winning research. WealthShape builds sophisticated portfolios by carefully combining multiple investment providers including Dimensional Fund Advisors (DFA), Applied Quantitative Research (AQR), Vanguard and more to access the diversification and factors we seek, while prudently managing costs and taxes.