Wealthalyze is an assessment that can be completed in less than 10 minutes which analyzes all facets of your wealth management situation. It provides a score, ranging from 0 to 100, which measures the overall effectiveness of how well you’re managing your wealth. Additionally, upon completion, you’ll receive a PDF which explains your score, as well as a SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats) of your situation.
Wealthalyze is an asset not only for those who know there is room for financial improvement, but also for those who think they are doing exceptionally well but want to do even better. You’re going to know what you’re doing right (strengths), where you can improve (weaknesses), opportunities to better your situation, and the threats you need to mitigate. No matter where you fall on the scale, you will gain beneficial information and insight into your financial situation.