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It’s no secret that a majority of individuals and families are burdened by financial anxiety and are seeking independent guidance to help them overcome their financial stress.

Our history of working with both individual investors and financial firms has shaped our deep understanding of the financial challenges facing people from all walks of life.

It’s why we’re building Finwello – a platform designed to adapt to a person’s needs and motivations on an individual level. We do this with the power of behavioral science and personality insights.

The result is a solution that will meaningfully impact financial health.

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Clayton J. Delaney, CIM®, QAFP™

Founder & CEO

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