welcome to our company

We Do Financial Planning and Consulting

We specialize in accounting, tax and legal advice as well as corporate finance. For each of these fields, we have passionate in-house experts, who work tirelessly to stay on the cutting edge. We approach every problem from multiple angles.

areas of practice

What We Can Do for You

our philosophy

Financial planning
and investing
with WealthCo

In case you wish to improve financial planning for your company, we are happy to provide you with several options to get started right away. Our experts will assist with the selection of the best plan and strategy for your specific business.

how we can help

Investment Services

how we can help

Guidance: Your Roadmap to Financial Freedom

Immediately identifying a problem and fixing it is our main goal. We strive for excellence at every step of the financial planning process and stay ahead of the game. This dedication is the price of success.

people about us

Mindris is the best!!! She has been doing my taxes for 5 years now. She is reliable, organized, detailed and a very kind person. I’ve never had a issue with my taxes. Each year is a breeze.

Yumilky F.

New City, NY

Amazing service and experience!  Have been doing my taxes with Danny for a few years now and he is always very attentive and professional. Highly recommended

Dina R.

San Francisco, CA

I have been working with Danny for 3 years now and it is always a pleasure! Danny is knowledgable and give great tips and advise. I recommend working with him to all my friends.

Sagi G.

Manhattan, NY
how we can help

Investment Results

0%
Assets Under
Management

Skilled specialists will help you manage any issue in no time.

0%
Institutions &
Consultants

Expert assistance and fast solutions for your new company.

You have goals - We have ways to help you

get started
Our Experts

Team of Professionals

Melissa Jones

Account Manager

Sam Harrison

Co-Founder, Advisor

Vanessa Lee

Founder, General Manager

Lorem ipsum dolor sit amet, consect etuer adipiscing elit, sed diam.

more information
contact info

Feel Free to Contact Us with Any Questions

Our Location

350 Avenue, New York, NY 10001

Call Us

Customer Care: 8 800 123 456 Support: 8 800 123 457

Working Hours

Mn - Fr: 8am – 8pm St – Sn: closed
send a message
newsletter signup

Stay Tuned for Our Updates

ThemeREX © 2021. All rights reserved.

ThemeREX © 2021. All rights reserved.