Smarter Wealth is Better.

No-B.S. guidance & resources for those ready to trust themselves. 

Smarter Wealth is Better.

No-B.S. guidance & resources for those ready to trust themselves. 

Smarter Wealth is Better.

No-B.S. guidance & resources for those ready to trust themselves. 

Smarter Wealth is Better.

No-B.S. guidance & technology for those ready to trust themselves. 

Smarter Wealth is Better.

No-B.S. guidance & technology for those ready to trust themselves. 


OUR

TECHNOLOGY PARTNER THAT NEVER SLEEPS.

Why is money management so confusing?

It was in someone's best interest to make it difficult to understand, but clearly not your best interest.  They want to keep the knowledge to themselves so they can charge you for it without offering any real value.  


If there was a way to take back control and only pay for the value see, you'd want to know about it, wouldn't you?


How many different money managers are "advising" your money? What tax status are your accounts and how does that impact you? Is you money aligned to your true goals, or just for the retirement you've been told to save for?


Do you know? Do you know who to ask? 


Traditional financial advisors are too focused on portfolio management and not even able to ask you the real questions they want to ask you. This is the root of the problem.  


And at US Vet Wealth we've solved this by partnering with the largest online financial institution, Betterment.  

They handle the money so that we can focus on you.  


Financial professionals should work harder for veterans. For everyone. That's why we leverage Betterment to optimize your investments. So that we can focus our expertise on helping you discover your purpose outside military life.

This is so great for you.

WHY WE'RE HERE

US VetWealth uses Betterment to help you make the most of your money.

Betterment takes proven investment strategies that have been around for decades and uses technology to make them more efficient. Our goals are aligned: to increase your long-term returns.

Invest smarter for a comfortable tomorrow.

Since 2010, we've worked to make investing more efficient and accessible using technology and Nobel Prize‐backed research.

  • Built-in financial guidance
  • Tax Smart technology
  • Transparent 1.00% annual fee
  • Dedicated On-boarding Team

You choose what type of account to invest in...

  • We focus on taxes.
  • US VetWealth can help determine which combination of traditional, Roth, and taxable accounts—which are all taxed differently—may be right for you.

When your US VetWealth helps build your portfolio...

  • We use ETFs.
  • Exchange-traded funds are generally more tax-efficient and lower-cost than mutual funds, which is why we have all-ETF portfolio options.
  • We organize assets based on taxes.
  • High-tax assets belong in IRAs and low-tax assets belong in taxable accounts. Your advisor can help decide if turning on our automated asset location feature is right for your situation.

When you make a deposit or receive dividends...

  • We rebalance.
  • Rebalancing can help protect your portfolio from market volatility, but doing it by selling securities can cost you in taxes. To help avoid this, we rebalance using deposits and dividends.

When you make a withdrawal or change your allocation...

  • We work to minimize transaction taxes.
  • To help lower transaction taxes, we sell your assets in a specific order—the ones with the lowest tax burden go first.

When a fund loses value...

  • We tax loss harvest.
  • When investments lose value, you can sell them to help offset the taxes that come with income and capital gains. When enabled, our Tax Loss Harvesting+ feature automates this process to help keep your taxes low.

Invest in low-cost, tax-efficient portfolios.

Since 2010, we've worked to make investing more efficient and accessible using technology and Nobel Prize‐backed research.


Betterment’s investment philosophy is backed by decades of research that comes to an important conclusion: Over the long term, a diversified portfolio of low-cost index funds is likely to outperform a high-cost, actively managed portfolio. We have several portfolio options, and your advisor can help choose which is right for you.

  • Built-in financial guidance
  • Tax Smart technology
  • Transparent 0.25% annual fee

About us

Jim Carson

Blogger

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Scott R. Tucker

Founder

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Peter Dawson

Photographer

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“Veterans' must be prepared for the future, not just the technology, but for what they must become.”

- Scott R. Tucker, Founder US VetWealth

Monitor your financial accounts in one place.

Get a clear view of your net worth by syncing your outside accounts, such as bank accounts and other investments.

Betterment Everyday is our savings and checking platform that seamlessly integrates with your Betterment investments. Earn up to 2.44% APY* with Savings and get ATM fees reimbursed worldwide with Checking‡, insured by FDIC.

UP TO

2.39%

APY on your savings


Here's how to get started.

beginner

For the new investor or those who want to test our technology. 

Min: $0

up to

$

10,000

/AUM

  • Account Link Dashboard
  •  Free investment management
  •  Access to Bank Link
  • Begin monthly investment program free
  • Free Webinars
Advanced

You've stepped up your game, we'll take you to the next level. 

Min: $250,000 investable assets

up to

$

500,000

/AUM

  • Working time 24/7 all days
  • Free Tea & Coffee
  • Max 15 team members
  • Superfast wifi
  • Free Kitchen

Contact us today to see if you qualify for our Concierge service above $500K investable assets.

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