WealthCode is a virtual financial planning firm built for high-income professionals who want more than generic advice - they want clarity, strategy, and freedom.
A Virtual Financial Planning Firm
We specialize in working with tech professionals, attorneys, and business owners - especially those balancing variable income, paying too high of taxes and the pressure of building wealth while raising families.
Simple: help you crack the code to financial independence.
We do that through transparent, fee-based planning that puts your goals first. No sales quotas. No product pushing. Just smart, personalized guidance that helps you grow your wealth, protect what matters most, and live with intention.
Our Mission
Plan with clarity. Build with confidence. Live with freedom.
12
Years of experience
+100
Projects from idea to completion
5
Industry awards won
