Resource Center

Wealth.com VP of Product Strategy, David Thompson, will share practical, proven strategies for using digital estate planning to elevate client engagement and streamline your review process.

Jared sees Wealth.com as a key differentiator in an industry that’s evolving toward deeper client engagement and holistic service.

“Wealth.com didn’t just add a service to our offering. It changed the kind of conversations we have with clients, and that’s what’s driving referrals and new AUM.”

Wealth.com’s white paper for advisors to share directly with clients, covering the four documents that form the foundation of every estate plan.

Wealth.com’s guide for high-net-worth families closing the gaps in their estate plan, before the authority they assumed was already in place turns out to belong to no one at all.

Wealth.com’s guide for firm leaders building a brand worth trusting, before the client who would have chosen them on reputation alone chooses someone else’s name first.

PHOENIX, July 29, 2026: Wealth.com today announced a strategic partnership with FMG Suite, the leading marketing technology platform for wealth management and insurance organizations. Under the partnership, Wealth.com will serve as the Exclusive Technology Founding Partner of FMG’s Institutional Intelligence program. FMG’s network of more than 80,000 advisors and insurance professionals, as well as the […]

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.

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.

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

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

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.