Resource Center

David Wood, Founder and Chief Visionary Officer of Gateway Financial Partners, saw a gap the industry doesn’t talk about enough: referrals to estate planning attorneys mostly go out the door and never come back. As an early adopter of Wealth.com, David found a way to close that gap, using it to enhance the client experience […]

Andrew Aubrey, Financial Advisor at Gateway Financial Partners, kept hearing the same answer when he asked clients about wills and trusts: no, because an attorney costs thousands of dollars and takes forever. With Wealth.com, that objection disappears. A husband and wife with zero estate documents sat down with Andrew at 6pm and had everything done […]

Derek Mazzarella, CFP at Gateway Financial Partners, kept hitting the same wall: clients referred out for a will would put it off indefinitely. With Wealth.com, that referral becomes a scheduled meeting he manages start to finish, so nothing falls through the cracks. Keeping the process in-house also means Derek stays in every conversation — what […]

Mike Rickett, Financial Advisor and Financial Planner at Gateway Financial Partners, kept running into the same gap: most clients either had no estate planning documents or documents that were years out of date. With Wealth.com, that gap closes inside the financial planning process itself — a single guided onboarding workflow that captures each client’s objectives […]

In this exclusive webinar, Derrick Kinney reveals exactly what to say to attract and convert high-value clients so advisors stop chasing and start growing fast.

In this episode, Anne Rhodes flips the script and interviews co-host Thomas Kopelman about how he actually uses Wealth.com in his financial planning practice. Thomas walks through his end-to-end process—from using Esther to review and summarize existing estate plans, to guiding clients through document completion, mobile notarization, and trust funding.

PHOENIX – June 24, 2026 – Wealth.com, the industry’s leading AI powered estate and tax planning platform, today announced that registration is now open for EstateCon 2027, its annual conference dedicated to advancing the future of estate planning, tax planning and wealth management. Taking place February 1-3, 2027, at the award-winning Omni Scottsdale Resort & […]

Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.

Estate planning is often viewed as a client service, but for Imperia Wealth Management, it became one of the firm’s most effective growth strategies.

In this session, we’ll explore how leading advisors use estate planning to differentiate their brand, create more meaningful client conversations, increase referrals, and strengthen multi-generational relationships.

The ultra high-net-worth market holds half of the $124 trillion Great Wealth Transfer, concentrated in just 2% of households. The firms that capture it won’t do it by accident.

Join the Wealth.com team for an exclusive first look at the latest innovations across estate planning, tax planning, and AI.