Smarter Wealth is Better.
Investment guidance and technology for those ready to trust themselves.
Link your accounts and track your entire net worth.
Work with an advisor to build a free Personalized Plan that’s yours to keep.
Get Wealth Management custom-tailored to your unique situation.
You Need A New Wealth Platform
Money management is confusing. It is in someone's best interest to make it difficult to understand, but clearly not your best interest. Financial firms are incentivized to keep the knowledge and tools to themselves so they can charge you for access to it. Times have changed. You don't need them anymore...
The Current Money Management Dilemma
Money Management Made Easy
New technology allows us to save time and avoid paying for an expensive financial planner. Now you can spend that time and cost investing in and learning wealth and liberty opportunities.
You have more important things in life than to simply limit your plan to retirement.
What we hear from military an veteran families about their pay and benefits:
"I Don't Get It."
Saving for retirement was supposed to be easy. But they didn't tell you other life goals would mess it up if you weren't flexible. There's too much to learn.
"I Have No Time For it."
Work and Family are a bigger priority. Organizing your finances gets put on hold. You are working and saving a lot. You have no idea if you are doing the right things. You're not even sure what you want... So you are just doing the default, if that.
"I Don't Know Who I Can Trust."
Exactly. There is no one to trust, ultimately, but yourself. But in order to do that you need to use the tools to handle the part you don't get and don't have time for.
What's changing? You don't need your dad's financial advisor anymore.
US VetWealth Solves This Problem in 3 Ways:
Intuitive Client Dashboard
The key to successful wealth creation is simplicity and confidence. Now you have that and more at your fingertips.
Better Investing Behavior
The days of making emotional financial decisions are done. With clearly defined goals you will mange money confidently.
Low Cost & Tax Efficient
These two misunderstood and commonly overlooked factors have more impact on account growth than the markets.
WHY WE'RE HERE
US VetWealth uses technology to help you make the most of your money.
US VetWealth 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.
Our platform gives you access to the best low cost ETF portfolios and uses artificial intelligence to do the work we humans hate so we can focus on teaching you about planning for income.
BONUS: No-Cost High-Yield Savings
Betterment Everyday is our savings and checking platform that seamlessly integrates with your US VetWealth dashboard with no fees. Earn up to 0.40% APY* with Savings and get ATM fees reimbursed worldwide with Checking‡, insured by FDIC.
Monitor your financial accounts in one place.
Get a clear view of your net worth by syncing your outside accounts, such as bank accounts, credit cards, mortgages, Thrift Savings Plan (TSP), Whole Life Insurance, IRAs, 401Ks, and other investments.
Getting Started Is Easy
#1 Dashboard Registration (Free)
When you click the Get Started button below, you'll be taken through a quick series of questions to get set up in about two minutes. That's it! Once you are logged in you can immediately begin syncing your bank and external accounts for monitoring. You can also begin setting up goals, open accounts, transfer investments, or rollover a retirement account.
BONUS: You can open a High-Yield Savings Account at NO COST
#2 Schedule On-Boarding Call
Once you have opened an investment or retirement account, you'll receive an email to schedule a Zoom call with your personal expert guide and relationship manager. On this 30 min call we will answer any questions you have and assist with the Betterment platform. Then we will spend the majority of the call discussing all the other great resources your get for joining our community.
#3 Monitor & Educate
Once you become a student with the team at US VetWealth, you will have the opportunity to access our vast and growing educational resources developed specifically for you.
Our Money & Investment Management Tool
Whatever you want to save for, we can help you get there.
90 Day No Questions Asked Money-Back Guarantee
At US VetWealth, we are committed to providing our customers with a great investing experience. If for any reason you are not completely satisfied with your Betterment account, we will do everything we can to make it right, up to and including waiving Betterment's management fees for the next 90 days1.
Pricing with US VetWealth and Betterment
- Betterment Everyday™ Savings has no fees on your account balance.
- Betterment Everyday Checking has no monthly maintenance fees, no overdraft fees, no minimum balance, and ATM fees are reimbursed.
- Investing and Retirement accounts have an annual platform fee starting at 0.97% per year on your balance—or about $97 per year for every $10,000 invested. The first $10,000 fees are waived.
- Fees are reduced upon account growth milestones established during on-boarding.
- Fees can be further reduced every time you recommend a friend! Ask us for details.
- None of our accounts require a minimum balance, ever. The minimum deposit is $10.
Help with your account or finances
- Our customer support team is available seven days a week to answer questions about your account.
- If you want in-depth on going financial advice, you can work with a dedicated US VetWealth certified advisor by phone and video conferencing. Our Premium plan provides you with unlimited access and costs 1.25% per year on your invested balances.
- We also offer advice packages for needs of all kinds, starting at $199.
Account security and privacy
- We take the security of our customers' accounts seriously. We employ strong browser encryption, secure data storage, and more. For details, read about our security practices.