Real stories from real people, just like you...

James A. 

James A. 

“Before coming to Wealthnet, I was investing on my own.  I needed someone who could guide me with a tailored strategy that could benefit me for the long-term.  Then I met Louis, the founder of Wealthnet.  His firm provided a thorough process with a team of professionals.  They got to know my needs, where I’m going, and provide a strategy to reach my goals.  I’m able to get information quickly from the team and they made me more comfortable knowing that a professional team is regularly reviewing my investments and my financial plan.  Their expertise helps me make sound choices for my long-term financial future.”

Client Since 2019

Brittany C.

Brittany C.

“I love and trust Wealthnet and am very satisfied with their services. Wealthnet helped me to set up both a SEP IRA and personal investment account and I have really been able to watch my money grow! It's been incredible to see and has made me wish I got into it even earlier. I am a very frugal person and work very hard to save my money. I was afraid that by investing I was risking losing it all. Wealthnet helped me to trust in the investments and set up goals that would work with me and my lifestyle. Trust them and use them! Wealthnet is the absolute best in the business!”

Client Since 2019

Tim H.

Tim H.

“Wealthnet is a guide and safety-net for me.  It’s a place where I can get guidance about anything financial, and they manage my retirement accounts.  I like the personable piece of their service.  There is a friendship and feels like a family affair.  You’re not dealing with mysterious people charging you mysterious fees you don’t understand. Wealthnet has given me security, it's actually changed my whole life. I don't worry about money anymore and I am so much more relaxed.  I go to Louis anytime I'm spending any large amount of  money. I get his advice on everything.  I can't think of any time he's given me bad advice. Using Wealthnet has helped get rid of stress and I don’t worry about my future.”

Client Since  1997

Ruth E.C.

Ruth E.C.

“Wealthnet has excellent service and are wonderful people.  They keep on top of everything and I love their blog.  They are fired up by what they do, and I like that.  After an unpleasant experience with my previous advisor, I came to Louis at Wealthnet.   I said, I cannot afford to lose any more and I'm terrified about living on what I have.  Louis reassured me and helped me with a plan. I came to Louis and I had two other interviews set up after him. I cancelled them both. I felt comfortable from the day I met Louis and I have never regretted my decision.  Whenever I have a question, Wealthnet is happy to answer it, and will help me.  I don’t worry the same way as I used to about what was going on in the market.  They showed me the graphs, the pie charts, and the plan.  This just put my mind at ease.  Anytime I need extra funds for some reason, it’s never an issue or a trouble.  I’d say Wealthnet has honesty and integrity, and you can’t get any better.”

Client Since 2012

Matt & Jamie C.

Matt & Jamie C.

“We’ve had a satisfying and positive experience with Louis and the team at Wealthnet.  They have been there for us for some of the biggest moments in our life, like getting married, buying a home, and having children.  They really helped us along the way with those big events in our life to help guide us, be with us, and make big strategic decisions.  They took the time to meet us in person, learn about us, our family, and goals."  

"It just shows how much they care about our success for the future of our family.  Wealthnet is a trusted partner who we have confidence in.  We can pick up the phone, email, or text and they are there to guide you.  I would seriously consider Wealthnet for your financial planning and investing needs absolutely.  They’re there to help you analyze and strategize and make the best decision moving forward.”

Client Since 2012

Judy G.

Judy G.

“Before joining Wealthnet, I wasn't fearful, but I was confused. I didn't know a lot about financials and investing and the best way to go about it.  Louis walked me through that step by step. When I had a question, all I had to do was ask, and he never made me feel stupid.  He made me really understand where he was going with my finances.  I know Jane and Louis have my best interest at heart and totally put me at ease.  Wealthnet really cares about their clients.”

 “With Wealthnet, you can’t go wrong!  I value them and tell all my friends about them.  They put you at ease and I know they care about me as a client.”

Client Since 2007

Dan & Angela M.

Dan & Angela M.

“Wealthnet is good at what they do. We've been really, really happy with everything they've done for us that they care about us as people and as clients.  They did a really good job of listening to where we were, what we were wanting and accommodating our needs. 

Before we used Wealthnet, our money was basically invested into stocks via our work, with no diversity into other accounts.  Investments into different stocks were made by my company, without really much input from ourselves as the stockholders.  We were fortunate to have had money in savings accounts.  Frankly, we were pretty naïve about how to manage these funds. Wealthnet helped us to invest our savings, helped explain tax implications, and the pros and cons of accessing these funds.  During meetings with Wealthnet, we also reviewed our stock investments, and we were able to make more intelligent decisions on what or what not to invest in.

We had never invested with a professional before. I think most people are just nervous about turning over all that money that they have worked so hard for.  We were obviously nervous about that.  Once we met with Louis, he was very reassuring and he helped us understand the process.  He just didn't take over, he helped us understand what he'd be doing and that made us feel confident in him.  He gave us a lot of confidence in turning things over to him.

I lost my job in 2018, I was let go after close to 40 years in the engineering profession, within days, we were on the phone with Louis to kind of recalibrate our retirement strategy. Louis made immediate adjustments that greatly improved our confidence in our investments. He also gave great advice on when to start pulling from different pension plans that were available.  Quite frankly, just getting on the phone after a pretty traumatic experience and having Louis help calm everything down, and just make sure that we were still on a good path was a really good experience.

Wealthnet has given us peace of mind, which is huge. The increased revenue from our investments we have been really happy with and the profits we've been gaining, and just to have confidence that we have a retirement plan, and know that, we have things covered and it's going to be okay.

It really pays to invest with a knowledgeable resource that will help you understand your finances and your goals. It was the first time that we had collectively sat down and really reviewed our financial future.  When you get involved with Wealthnet, they’ll make sure to spend time, ask questions, go over your goals, go over your plans. The tools they have on their website are very, very helpful, very visual, and it has really helped us understand a lot about where we are at financially.  We have peace of mind and we have confidence going into our retirement.”

Clients Since 2016

Judy F.

Judy F.

I am an educator and I never thought I needed financial planning assistance because my retirement was a small amount.  I had multiple accounts, doing what I though was wise.  When my mother passed away, I wanted to invest my inheritance in retirement, to build that up, bu I know I needed a lot of help. 

When we went through the planning process, I saw a healthy vision to growing my retirement.  The Wealthnet team are active listeners, they helped me where I needed it most, and communicated to my understanding level with respect and efficiency.

Now I'm currently meeting the goals that we established in less than a year's time.  They designed good steps to meet my goals, not their goals. Their communication is excellent. It's prompt, it's clear, and it's respectful.  Their knowledge base of finances is very, very solid, and based on experience, not "oh, let's jump on this bandwagon”, which I greatly appreciate.  So, I can do my job and do it well and Louis and his team does their job and does it well.

Client Since 2019

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The testimonials on this page were provided by existing clients, and clients were not compensated. Clients are free to remove their testimonial from this page at any time. Testimonials are reviewed on an annual basis with clients to make certain they are still appropriate. Reviews may be rotated on a quarterly basis. Testimonials have been included in their entirety and have only been edited or altered for grammatical correctness. Photos are representative of our clients, but not an exact likeness. Please contact our office if you would like a copy of our marketing policies and procedures for handling testimonials.