Wealth, engineered.
Tax strategy, investing, crypto, estate planning and philanthropy, matched to independent professionals with one request. Plus the research to understand every move.
Every part of your wealth. One network.
Pick one area or several. We route your request to professionals who do this work every day.
Tax Strategy
Proactive planning with CPAs and tax pros to legally lower what you owe, year after year.
Explore →02Investment Strategy
Portfolio design, risk and asset allocation built around your goals, with fiduciary advisors.
Explore →03Tax-Advantaged Accounts
401(k), IRA, Roth, HSA, SEP and solo 401(k): tax-deferred and tax-free growth, set up right.
Explore →04Stocks & Equity
Stock portfolios, concentrated positions, and equity comp like RSUs, ISOs and ESPPs.
Explore →05Crypto & Digital Assets
Crypto tax reporting, custody, portfolio allocation and on-chain strategy with specialists.
Explore →06Estate Planning
Wills, trusts, beneficiaries and estate tax planning so your wealth goes where you intend.
Explore →07Philanthropy
Donor-advised funds, charitable trusts and foundations: give more, smarter, with impact.
Explore →08Financial Advice
Matched with vetted, independent advisors and planners. One request, no runaround.
Explore →How it works.
Tell us your goals
Pick the areas you need and share a little about your situation. Two minutes, no account needed.
We match you
Your request goes to independent professionals whose specialty, licensing and location fit.
You choose
Talk with them, compare approaches and fees, and decide who, if anyone, to work with.
Four layers. One strategy.
Real wealth planning isn't one product. It's a stack that has to work together, from what you keep to what you leave.
See what tax drag costs you.
The same contributions, the same returns. One account is taxed every year, the other isn't. Move the sliders.
View as table
Illustration only. Assumes the taxable account loses half the tax rate to annual taxes on returns (dividends, distributions and turnover) and ignores taxes due on withdrawal from tax-deferred accounts, fees and contribution limits. Not a projection of any investment. Learn about tax-advantaged accounts →
Research, decoded.
2026 Contribution Limits: 401(k), IRA, HSA and Catch-Ups
Every 2026 contribution limit in one place: 401(k), Roth and traditional IRA, HSA and catch-up contributions, plus how to prioritize them.
The $15 Million Estate Tax Exemption: What It Means for Your Plan
The federal estate and gift tax exemption is $15 million per person for 2026. Here's what that means, who still needs planning, and what to review now.
How Crypto Is Taxed in the U.S.: A Plain-English Guide
Crypto is taxed as property in the U.S. Learn which transactions are taxable, how staking is treated, what Form 1099-DA means, and how to keep clean records.
Get matched with the right pro.
Tell us what you need once. We'll connect you with independent professionals who specialize in it, usually within one business day.
- Independent CPAs, advisors and attorneys
- Matched to your specialty, location and situation
- No cost to get matched, no obligation to hire
- Your information goes only to professionals relevant to your request
Questions, answered.
What is Wealthy?
Wealthy is a free education and matching service. We publish plain-English guides on tax, investing, crypto, estate planning and giving, and connect people with independent professionals who specialize in their needs.
Does it cost anything?
No. Getting matched is free. If you decide to work with a professional, you agree on fees directly with them.
Who will contact me?
Up to four independent professionals relevant to your request, such as financial advisors, CPAs, tax strategists or estate attorneys. You choose whether to work with any of them.
Is Wealthy a financial advisor?
No. Wealthy does not provide investment, tax or legal advice. We help you find people who do.
Do you work with crypto investors?
Yes. Our network includes crypto-savvy CPAs and advisors who handle digital asset taxes, custody and estate planning.