Wealthramp Reviews

Wealthramp helped me find a (fiduciary) financial advisor that I can trust and has my best interest in mind. Pam was very kind and attentive and specifically recommended someone that would well with and for me. I am grateful for this service.

As a single woman, mother, grandmother, and soon-to-be-retired career RN, my time, for the most part, has been devoted to raising my family and working. Not numbers. I needed to have my financial portfolio and "last chapter" planning in better skilled and knowledgeable order. Not happy with the large firm managing my portfolio, I began a local search, unsuccessfully interviewing fiduciary planners, seeking a personal connection to what was important to me. Retirement. Investing. Estate planning. After a Google search of "woman fiduciary financial planners", in walks Pam and Wealthramp. I completed the brief online questionnaire, and in a very short time, Pam reached out to me directly with three personally-vetted matches based on MY specific needs. I now have my "financial husband". (Lol) Professional yet personable, a careful listener, focused, knowledgeable and resourceful, a detailed numbers guy and patient teacher, providing guidance as I move forward in my retirement journey. And as it applies here, "it's not you, it's me". My money, my future. Peace of mind. Thank you Pam for your invaluable service I highly recommend!

Wealthramp is the best and delivers on all their promises. I highly recommend them.

Pam connected me with a financial advisor whose unique academic background, knowledge, and thoughtful manner were exactly what I was hoping to find. I look forward to working with this advisor long term.

I recently used Wealthramp to find a financial advisor and am very happy with the professionals I was introduced to. At first, I had a little trouble finding people in my immediate vicinity but a wider search yielded greater results. I would recommend potential users decide if you really want/need in-person meetings or if a remote situation (over zoom) is sufficient for you. Knowing this will yield better options for whichever you are looking for and save you time interviewing only the professionals that meet your criteria. As far as the advisory service goes, I especially loved that fee structure was discussed early and in a straightforward manner. To me that is much easier to understand (and budget for.)

Wealthramp Sandra Brown Posting publicly Wealthramp, was instrumental in several areas of my financial advice, knowledge and selecting the perfect firm for my upcoming retirement planning. I found Wealthramp while listening to a Jean Chatzky podcast which Pam Krueger was being interviewed. I knew I needed better financial assistance and wasn't pleased with my long-time firm. Pam listened and zoned in uncannily to what I "really" needed to inch my way into a strong and comfortable retirement roadmap. Wealthramp was transparent, no pressure, honest and steered me to Wick Capital Partners, and it was the best choice for me. Mark Feldser and his team are exceeding my expectations!

Pam at Wealthramp personally called us to help troubleshoot an error we made during the initial online questioneer. She listened to understand why we were seeking a new direction & gave us great referrals for fee-only firms that would meet our needs. We interviewed three financial advisors and now, a year after choosing an advisor we wouldn't have found without Weatlhramp, feel confident about our overall financial plan - investments, taxes, income, and eventual estate.

Last year (2021) my wife and I decided the time had come to partner with financial professionals and so we began looking for a wealth management firm that suited our needs. We weren't entirely certain how to go about selecting a firm though, so we contacted several different services/companies - to include Wealthramp. All of which put us in touch with many different choices. We then proceeded to perform an intensive and exhaustive vetting and interview process of the firms put before us. We ultimately selected a team through Wealthramp above all the others, and this was for a few reasons. First we personally spoke with Pam Krueger at Wealthramp. Our conversations with Pam were really instrumental in assisting us as she spent significant time helping us prioritize our needs, and was very patient an knowledgeable. Pam at Wealthramp also does an incredibly thorough vetting process of the firms she chooses to partner with. She is very discerning and highly selective, and few firms make the cut, which also helped us feel comfortable. There are a lot of firms and advisors out there, and it can be a daunting task trying to select the right one, but what I can say is we are very pleased with the team we selected through Wealthramp. If you are reading this review then I suspect you may be in a similar situation and so my advice is you can't go wrong at least having a conversation with Wealthramp.

While searching for a financial advisor on the internet, I came across the Wealthramp site, and I decided to send a message on the site's bulletin board with some basic questions. Within minutes, I received a call from Wealthramp's owner and CEO, Pam Krueger. This came as quite a surprise, as it was on a Sunday! Nevertheless, Pam asked me a few questions about my goals and expectations for engaging an advisor, and she followed up within hours with a number of recommendations for advisors who work with individual investors, like me. Pam assured me that all of these advisors are fiduciaries, meaning they do not work off commission, and all adhere to a code of conduct and standard of financial care that puts the individual client investor first. Pam also assured me that she had personally vetted all of her recommendations. I followed up with several of Pam's recommendations, and I am happy to say that I found an advisor who I felt very comfortable with, and who has now been managing my portfolio for three years. My only regret is not reaching out to Wealthramp and Pam sooner, as I now have tremendous piece of mind and a sense of financial security as I approach my retirement goals, which I never had before. Thank you, Pam - you've changed my life!

Connected with a financial advisor that meets my needs in every area.

On the internet there is a copious presentation of advisors, advisor reps, investment advisors, specialists, analysts, financial planners, the list goes on and on. How does anyone know where to seek good financial advice? My husband & I now work with a fiduciary advisor vetted through Wealthramp, an advisor who can take a comprehensive view of our finances and provide guidance and advice on matters important to us. It was an interesting and educational process, and share without hesitation Wealthramp as a means to seeking a fiduciary advisor.

Once in a great while you find a gifted person with the knowledge, the capability and the desire to help. Pam is that type of professional and Wealthramp is truly a rare find. Pam personally telephoned in response to my query. We discussed my financial needs and she promptly followed up with a preferred referral (and a couple of back-ups). There was never any pressure, only information and assistance. I am in my second year with our advisor and I could not be happier. Thank you Pam and Wealthramp!

All encompassing process to identify a true fiduciary advisor that will be a partner for life!

My wife and I felt we got very personalized attention as Pam listened to our financial situation and recommended an advisor who has been a great match for us. He evaluated our portfolio and made suggestions based on our tolerance levels, at the same time making us partners in decision-making. He is good at keeping in contact monthly, with articles and insights.

Wealthramp matched me with a wonderful financial advisor! It was very easy to get recommended matches and to research them and choose the best fit for my needs. I appreciate this service!

Weaththramp has been such a great experience for me. Whenever I’ve questions and/or concerns they’re right there to assist. I just wished I had learned of them twenty years ago.

Wealthramp and Pam Krueger provided the help I really needed. I found peace of mind during a stressful time with an advisor that could provide solutions and counsel.

My wife and I had our retirement portfolio with a large national investment firm for 10 years. As we approach retirement, we realized our advisor was unable to provide the planning guidance we needed, he always seemed to be too busy to have in depth conversations. At the recommendation of Terry Savage on WGN radio, I reached out to Wealthramp and completed the questionnaire. Pam Krueger and I had a preliminary phone conversation of about an hour, getting to know each other. She explained how she vetted potential advisors, and asked many questions about our financial needs and attitudes. Pam suggested 3 advisors locally that might be a good fit for us. We interviewed all 3 advisors and were very impressed with all 3, but confused on how to proceed. We had another lengthy conversation with Pam, and she helped us refine our priorities to tax efficiency and portfolio management, as well as financial planning. Pam had a strong feeling that one of the advisors, Erik, would be a great fit for us. She suggested we ask Erik to give us a test drive on how he handles a planning topic, such as long term care. We spent more than an hour with him on that topic, verifying that he would be a great fit for us. We have had a partnership with him for about a year. I would highly recommend Pam to assist in helping to find the right advisor for you. She is generous with her time, super smart, easy to talk to, and has done the homework to find only the best of the best. If you are wary of advisors pushing product on you instead of truly understanding your needs, so was I! Thank you Pam for helping us cut through the BS! Jeff

Pam at Wealthramp is the best! Wealthramp is where you go to get financial advisors who put their clients first. A rare and precious resource for people looking to find the right fit to meet their specific needs.

If you are looking for a fair, honest and knowledgeable financial advisor, RUN- do not walk to Pam at Wealthramp. She has taken the time to curate and vet the best of the best- and we could not be happier with her advice and recommendation. Pam took the time to speak with us in order to better understand our needs, and we are beyond thrilled with our selected advisor. We never would have known about him had it not been for Pam. Finding a trustworthy advisor is a daunting task- but she made the whole process easy, relaxed and productive. We are lucky to have found her and the service she provides!