Investment / Retirement

(MyWealth Account)

The Fifth Pillar of Financial Wellness

We also call this Pillar ‘MyWealth Account’

Emergency Savings Accounts
Insurance / Protection
Investment Retirement
Emergency Savings Accounts
Insurance / Protection
Investment Retirement


MyWealth Account provides investors with a quick and simple way to access professionally managed portfolios. You can easily open a new account today in a few minutes!


MyWealth Account can help you to Create, Manage, Protect, & Distribute Wealth® for your future.

MyWealth Account - Investment Advice

Investment Advice from an Independent Fiduciary

Access to Asset Strategy Wealth Advisors built portfolios.

MyWealth Account - Onboarding

Investing Should be Easy!

Our streamlined, paperless onboarding process is powered by Betterment.

MyWealth Account - Portfolio

Portfolio Construction

Invest like a pro! Find the right customized portfolio to help reach your personal financial goals.

MyWealth Account - Smart Tech

Smart Tech

Algorithms match your risk tolerance and specific goals to diversified portfolios, including automated trading and rebalancing. 

No Minimums

Low 0.50% Annual Fee

Investing for retirement is important for several reasons:

  • It empowers individuals to maintain their lifestyle post-retirement, or build towards their long-term goals. Through investments, one can accumulate a nest egg to cover living expenses, healthcare, and leisure activities during retirement.
  • Starting early can help maximize the benefits of compound interest and potential market growth, amplifying savings over time.
  • Without adequate retirement funds, individuals risk financial insecurity, reliance on social support systems, or compromising their desired standard of living. Prudent investment for retirement is not just a financial strategy but an important step toward securing long-term financial stability and peace of mind.

We understand that everyone’s financial journey is unique, and that’s why we offer personalized solutions tailored to your specific needs and aspirations.

No matter what your financial aspirations may be, whether it’s saving for a dream vacation, investing for retirement, or simply striving for financial independence, MyWealth Account is designed to empower you to achieve your goals. Whatever your ambitions are, we have the technology and expertise to help make them a reality.

We’re here to guide you every step of the way. Dive in!

If You Have Questions:

Don’t hesitate to contact one of our advisors at and we will connect with you at a time that best fits you.

Or book a 15-Minute Discovery call below