We help you Forecast Your Freedom and turn your business into a legacy.

Plan, Save, Invest and grow in one place, for one price.

We help Self-Made Entrepreneurs, Tech Founders and Public Figures own a business that

doesn’t run them, while simultaneously increasing their net worth.

We are your virtual financial executive team for a fraction of the cost.

The true path to peace and fulfillment while still maximizing your profit.

doesn’t run them, while simultaneously increasing
their net worth. 

START HERE

Comprehensive. Consolidated. Convenient.

The way financial planning should be. 

  • Personal financial website
  • Access, anywhere
  • Investment Account Aggregation
  • Weekly FInancial Summary
  • Digital Storage Vault

Eliminate the guesswork of retirement and investing.

  • Transparent & Intuitive Interface
  • Simple & Transparent Pricing
  • Socially Responsible Investing
  • Automated Behavioral Guardrails
  • Consolidate your investments
  • Smart Deposit
  • Tax Impact Review
  • Tax Loss Harvesting

Capitalwize Impact &
Socially responsible
Portfolios

When you invest with us, you can align your personal values
with your investments inside your portfolio.

FORECAST YOUR FREEDOM

Why we serve Business
Owners, Entrepreneurs
& Public Figures

Building a business and a brand is hard work. Having a team
of experts on your side who can help you manage and adapt
to the ever-changing landscape while helping you manage
the resources that will allow you to continue to thrive is key
ingredient in your growth and success.

Case Studies

Our ideal client profiles in a glance.

DESMOND

Tech Founder

Learn how we work with founders like Desmond.

MORGAN

Service-Based Entrepreneur

Learn how we work with founders like Morgan.

COURTNEY

Public Figure

Learn how we work with founders like Courtney.