We Safely Grow The Wealth & Income of US military retirees
Use your exclusive military retiree pay & personal investments to create a liquid, tax-free, and privately held passive income account or a "Private Pension" so that you may retire gracefully without risking your life savings in volatile markets.
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Create more autonomy & impact while maintaining work/life balance by privatizing your military retirement pay.
Navigate the military retirement process
I can't say enough good things about Scott and the products he brings to the table when it comes to helping veterans navigate the military transition process. As someone who is currently going through the transition process, he helped me think well beyond my finances into career progression. He is a must when considering a mentor to successfully transition the military!
Navy Pilot, USAFA '05
Critical financial decisions I needed to make
I knew that if the government told me something was good for me, it probably wasn’t telling me the whole truth. US VetWealth exposed the secrets behind SBP and (VGLI) - critical financial decisions I needed to make upon retirement. I enjoy my partnership with US VetWealth and know they have our veterans’ best interests at heart. I don’t want to do business anywhere else.
LTC (Ret.), USMA '01
Our Core Private Pension Services
see how easy it is to create a private pension
Our members can invest without paying expensive fees to a financial advisor. Robo-Investing is a smarter way to invest.
We offer members free access to customized content and mentors so you can have your questions answered immediately.
We take an unconventional approach to helping military retirees make more tax-free income after military retirement.
We know what military retirees want.
As a military retiree you have a unique opportunity to make serious headway on your investments & retirement savings in the next few years.
As fiduciaries, we'll show you an efficient strategy to maximize your military retirement pay and benefit without losing money to fees, volatility, or taxes.
We'll also show you how to redeploy your wealth when opportunity or need demands it.
You've invested decades To Earn A Military Pension
Let's insure you don't wait another 20 years for your second retirement.
How to Get Started
Step 1: Take Assessment
We get to know you, you get to know us. We get to understand your goals and desires for your finances and you can decide if we would be a good fit.
Step 3: Get Qualified
Our account manager guides you through the qualification process to completion, keeping you up to date on progress and getting you feedback along the way.
The Ultimate Guide to Thrift Savings Plan Rollovers
Make the best decisions with your Thrift Savings Plan and other qualified retirement accounts (IRA, 401K, etc.) Download our guide or take our rollover assessment.