About Us
Together Wealth is a community-based platform empowering all investors, students and social communities with the same expert guidance provided by institutional investors, all while benefiting from the shared growth of the community, which in turn lowers fees. Founded by a team of financial industry veteran experts.
Bridging the Gap in Wealth
The ability to build wealth should not depend on who you know, where you started, or whether you already understand the language of investing. Yet for millions of Americans, investing still feels out of reach. At Together Wealth, we believe the financial system can work better. We created Together Wealth to help close the gaps that continue to exist in financial access, participation, education, and trust. Because when more people have the opportunity to invest, more people have the opportunity to build long-term financial security.
The Trust Gap
Trust is the foundation of every financial relationship.
Yet trust in investment management remains just 54%, according to the Edelman Trust Barometer.
Trust levels are even lower among lower-income households, creating a growing divide
between those who feel confident participating in the financial system and those who do not.
Many investors are left wondering:
Are my interests aligned with my advisor's?
What am I actually paying for?
Why does investing feel so complicated?
At Together Wealth, we believe transparency is the first step toward rebuilding trust.
The Wealth Gap
The opportunity to build wealth has not been shared equally.
The Federal Reserve's Survey of Consumer Finances shows substantial differences
in median household wealth across demographic groups. These disparities affect access to investing,
financial education, and long-term financial opportunities.
We believe more people deserve access to the tools and strategies that can help build generational wealth.
The Participation Gap
Investing remains one of the most effective ways to build wealth over time.
Yet approximately four in ten Americans do not own stocks.
For many, the barriers are not a lack of interest, they are a lack of confidence, education, access, or trust.
The Financial Literacy Gap
Only about one-third of Americans demonstrate basic financial literacy.
That means millions of people are making important financial decisions without the information or support they need to feel confident.
We believe education should be accessible, understandable, and connected to action.