Designing Innovative Solutions for Our Clients Nationwide
At WealthBuilders Investments (WBI), our primary objective is to enable you to walk confidently in your passions and desires with the assurance that there is a better way to manage wealth. We provide empowering financial teaching and coaching to a wide spectrum of individuals around the world so they can make sense of personal finance and make a difference for the greater good.
Our ideal clients are families, businesses, entrepreneurs and non-profit organizations with a liquid net worth of $500,000 or greater who adhere to a Christian faith-based worldview and desire to apply Biblical principles for the purpose of impacting others.
Who We Serve:
High Net Worth Executives
Business Owners & Entreprenuers
Non-profits and foundations
Multi Generational Families
Our team provides personalized, faith-driven investing services to organizations in our Partners Program.
Managing Finances for Clarity & Purpose
Many people work with financial advisors or brokers who do not share a similar worldview and moral ethics. In the world of money management and financial planning, we believe that working with an investment professional who is in alignment with the client’s worldview and moral ethics is paramount.
Investing solely in traditional buy and hold investments sold by large institutional brokerage firms may accomplish their goals but not yours.
If you find yourself asking...
How do I manage my finances for maximum effectiveness in an uncertain world?
Is it possible to receive creative financial ideas, personalized to my needs?
How do I align my investments with my values and ethics?
Do my financial resources have a positive impact on the world around me?
...WealthBuilders Investments can help you find the answers and develop tailored solutions to help you succeed.