Smarter Wealth is Better.
Investment guidance and technology for those ready to trust themselves.
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Access Dashboard
Link your accounts, track your entire net worth, and calculate your goals.
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Personalized Analysis
Work with an advisor and your new dashboard to build a free Personalized Plan that’s yours to keep.
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'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
Help with your account or finances
Account security and privacy
Copyright @US VetWealth 2024
1If for any reason you are not completely satisfied with Betterment's services, at your request Betterment will waive its asset‑based advisory and brokerage fees on your investment accounts for an upcoming period of 90 days. This guarantee only applies to the fees charged by Betterment and does not apply to cash held in Betterment Everyday Savings. No other fees, expenses, or market losses will be waived or reimbursed under this guarantee, including, but not limited to, the fees charged by issuers of particular securities and the fees charged by third-party advisors in the Betterment Advisor Network. Betterment reserves the right to discontinue or modify this guarantee in the future at any time in its sole discretion. This guarantee does not apply to accounts held through the Betterment for Advisors or Betterment for Business platforms.
Investment Advisory services offered through Cape Investment Advisory, Inc. Clearing services provided by Hilltop Securities, Inc.
Additional Advisory services provided by Betterment LLC, an SEC-registered investment adviser. Betterment Everyday Savings is offered by Betterment LLC.
Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC-registered broker-dealer and member of FINRA /SIPC.
Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value.Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment LLC’s charges and expenses. Betterment LLC’s internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part II and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment LLC is not registered. Market Data by Xignite.
Betterment Everyday Checking made available through Betterment Financial LLC. Checking accounts and the Betterment Visa Debit Card provided by and issued by nbkc bank, Overland Park, Kansas, Member FDIC. Neither Betterment LLC nor Betterment Financial LLC, nor any of their affiliates, is a bank.