Resource Center

Wealth.com’s forward-looking guide for wealth management executives positioning their firms for the convergence already underway, before the client relationships they hold become client relationships they’ve lost to a firm that reached the family first.

Wealth.com’s practical guide for advisory firms positioning to serve the 2026 IPO class before the wealth they hold turns into wealth they’ve lost the chance to plan around.

Key takeaways Contributions to Trump Accounts opened on July 4, 2026. Legally, each account is a traditional IRA established for a child under 18 and designated as a Trump Account when opened. The federal government will seed accounts with a one-time $1,000 contribution for U.S. citizen children born between January 1, 2025, and December 31, […]

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.

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kept running into the same gap: most clients either had no estate planning documents or documents that were years out of date.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.