Your Questions, Answered
-
We aren't just another app; we're a community-powered partner built to help you grow wealth on your terms. Historically, the financial system left out many people, including first-generation investors, students, and working professionals who felt the rules of wealth-building weren't written for them. We're here to change that, combining automated portfolio management with a community-driven fee model: the more we grow together, the lower the costs become for everyone.
-
The Communal Wealth Engine is our way of making investing fair. While your account always stays yours, we pool our collective buying power. As our community grows, your fees drop. It’s our commitment to you: the more members we have, the lower the costs for every single one of us. This means newer investors get the same competitive advantages that were once reserved only for those who spent decades building their wealth.
-
We’re in a category of our own. We aren't a passive robo-advisor, and we aren't a traditional full-service brokerage. You get the best of both: automated, intelligent portfolio management and diversification, paired with our Communal Wealth Engine. It’s a unique combination, professional-grade tools designed for your goals, with a fee structure that scales in your favor.
-
We were founded by a diverse board of professionals who understand that wealth-building isn't just about math; it's about life. Unlike traditional firms led solely by investment pros, our team brings together tax pros, legal minds, operations leaders, educators, and students. We built an engine that isn't just for market performance; it's designed to help you reach your real-life, aspirational goals.
-
Together Wealth is for everyone, regardless of where they’re starting from. Whether you’re a municipal worker, a student, a healthcare hero, or just starting your career, we believe wealth-building should be accessible. There are no high minimums and no income requirements. We’ve removed the barriers so you can access financial tools from day one.
-
Not at all. We're here to bridge the knowledge gap that keeps many people on the sidelines. We handle the heavy lifting: guiding you through setup, building a portfolio tailored to your goals, and managing it automatically. Think of us like a professional mechanic. You could try to fix your car engine yourself with YouTube videos, but why? We handle the ongoing maintenance so you can focus on the road ahead.
-
Think of a single index fund as having just one tool in your toolbox. While it gives you exposure to one market, we build you a complete kit. We create a diversified portfolio tailored to your personal goals and risk comfort, handle automatic rebalancing, offer ESG options, and provide the community-fee advantage. It’s a more complete approach, built around you.
-
Think of our fee structure as the inverse of traditional wealth management. Traditionally, you pay more to get more; with us, the more of us there are, the more buying power we have, and the lower the costs become for everyone. You don't have to invest more to benefit. Your presence in our growing community drives down costs for all. As we reach new milestones, we'll keep you updated so you can see the impact of your community.
-
Together Wealth is targeting a Fall 2026 launch. Waitlist members will be the first to receive access before the app is available to the general public. As currently anticipated, discounted founding-member pricing is reserved for the first 2,000 members.
-
Waitlist members get exclusive early app access before public launch, eligibility for founding-member pricing (available only to the first 2,000 app users), and a unique referral link. Every person you refer strengthens the community fee benefit for everyone, including you.
-
Nothing.
Joining the waitlist is completely free and places you in line for early access. No payment information is required. You're not signing up for a subscription; you're simply reserving your spot.
-
Join the waitlist at www.togetherwealth.com, and your unique referral link will appear on the confirmation page. It will also be sent to you by email. Share it with anyone you think would benefit, such as friends, coworkers, or family. Every person who joins through your link grows the community and lowers costs for everyone.
-
Yes. Together Wealth Group is registered as an investment adviser with the SEC. Registration does not imply a certain level of skill or training. All investing involves risk, including the possible loss of principal. The Communal Wealth Engine is a fee-scaling model, it does not involve pooled or shared ownership of investments. Fee rates and product features described are expected at launch and subject to change. Nothing on this website constitutes investment advice or a guarantee of future results. Please see our ADV linked for full disclosure information.