Our Benefits

welcome to our company

We Do Financial Planning and Consulting

We specialize in accounting, tax and legal advice as well as corporate finance. For each of these fields, we have passionate in-house experts, who work tirelessly to stay on the cutting edge. We approach every problem from multiple angles.

company team

Team of Professionals

Vanessa Lee

Vanessa Lee

Founder, General Manager

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Sam Harrison

Sam Harrison

Co-Founder, Advisor
Melissa Jones

Melissa Jones

Account Manager
more information

Your financial goals are about real-life needs

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clients

Our Clients Are Entrepreneurs
and Companies

don't just stop there

WealthСo is
transforming the
industry

Our deeply experienced research team optimizes for the most efficient and time-tested strategies. Then our technology experts develop ways to execute them with greater speed and precision than a person ever could.

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