Investments
Investments That Make Sense (and a Difference)
No confusing jargon, no sales pitches—just smart, intentional investing.
Our commitment
Investing Without the Wall Street Weirdness
At We Financial, your money doesn’t just sit—it moves with purpose. We build strategies that are clear, flexible, and built around what you care about—whether that’s long-term growth, liquidity, or making an impact.
Transparency
We break it down, not dress it up. You’ll always know where your money is, what it’s doing, and why it’s there.
Liquidity
Because life doesn’t follow a script, your investments shouldn’t lock you in. We focus on funds that offer flexibility, growth potential, and peace of mind.
Availability
Your money is your money. You can access it when you need it—no hoops, no hidden timelines.
Ethical by Design
From the get-go, we prioritize socially responsible investments—unless you specifically ask us NOT to. We aim for portfolios that feel just as good as they perform.
What we do best
Strategic. Ethical. Actually Useful.
We help you invest in a way that’s smart, intentional, and never cookie-cutter. From socially responsible portfolios to tailored asset allocation, we cut through the noise and focus on what really drives performance—and peace of mind.
Wealth Management
If you have millions to invest, our wealth management solutions offer specific investment strategies to optimize your assets, wealth, and holdings in the United States.
Savings
Are you interested in a shorter-term investment of one to two years? We find the best high-yield savings account for your needs.401k Management
We optimize and actively manage your 401k.
401k Portfolio
Based on available funds.
Non-401k portfolio
Passive/Active strategy aligned with your values – Seeds Investor
- Custom portfolios
- Option to exclude specific companies
- Tax loss harvesting
- Buy/Hold
Personalized portfolio
- Mix of ETFs and stocks
- Personalized portfolios based on your profile
- Strategy aligns to your values.
- Option to exclude specific companies and markets
- Socially responsible investing
- Tax optimization on stock trading
No Commissions. No Products. No Bull.
We don’t sell you anything. We don’t take commissions.
We just give real, honest advice tailored to your goals.
FAQ
Still have questions?
We’ve got answers—and if you don’t see yours here, just book a free session below to talk investments.
Is We Financial a fiduciary advisor?
We Financial is a registered advisory firm with a Firm CRD number, which means we’re listed in the FINRA (Financial Industry Regulatory Authority) database. The CRD (Central Registration Depository) is a system that tracks the background of financial professionals and firms across the U.S.
While we’re not formally registered as fiduciaries with the SEC or a state authority, our fee-only model means we never earn commissions or sell financial products. Our structure is designed to keep your interests front and center—always. If you’re curious about how this compares to fiduciary standards, we’ll gladly walk you through it.
How does We Financial get paid?
We operate on a transparent, fee-only basis. That means you pay us directly for our advice—we don’t make money from product commissions or third-party incentives. Our only job is to help you grow and protect your wealth.
What’s the minimum investment to work with We Financial?
There’s no massive account requirement to get started. Whether you’re a startup founder with stock options or just beginning to invest, we’ll meet you where you are and help you build a plan that fits.