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VestWiseTM

Invest in Your Financial Future

Get your personalized model portfolio recommendation today

Find Your Investor Profile

Invest Wisely For

My Life

<sup>My Life</sup>


My Family

<sup>My Family</sup>


My Financial Health

<sup>My Financial Health</sup>


VestWise is an online financial solution, combined with human advisors support, to better service
your needs and put a personalized strategy in the palm of your hand.

Invest with VestWise

Our mission is to help you reach your financial goals

Our mission is to help you reach your financial goals

  • No minimum to open a VestWise account*
  • Access to financial advisor Dave Parkes, CFP®, RICP®
  • Personalized model portfolio recommendations
  • 0.45% annual fee based on the average daily balance of assets in your account
  • Periodic rebalancing to help ensure the model portfolio continues to meet its objectives
  • Easy, on the go access 24/7
How it works

How it works

Start investing with VestWise

  1. Answer a few simple questions so VestWise can get to know you – see the FAQs for what information you will need
  2. View your personalized model portfolio recommendation
  3. Start your investing path