{"id":6,"date":"2026-07-08T17:49:43","date_gmt":"2026-07-08T17:49:43","guid":{"rendered":"https:\/\/wealthmage.com\/?page_id=6"},"modified":"2026-07-08T18:23:37","modified_gmt":"2026-07-08T18:23:37","slug":"wealthmage-see-your-whole-financial-life-in-one-place","status":"publish","type":"page","link":"https:\/\/wealthmage.com\/","title":{"rendered":"Wealthmage \u2014 See Your Whole Financial Life in One Place"},"content":{"rendered":"\n
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\"Wealth<\/figure>\n\n\n\n

Coming soon \u00b7 Currently in private beta<\/p>\n\n\n\n

See your whole financial life in one place<\/h1>\n\n\n\n

Wealthmage brings your net worth, investments, cash flow, and retirement plan together \u2014 so you always know where you stand and what to do next.<\/p>\n\n\n\n

\ud83d\udd12 In private beta today \u2014 opening to the public soon<\/p>\n<\/div>\n\n\n\n

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A first look at what Wealthmage will do<\/h2>\n\n\n\n

Six essentials of a healthy financial life, working together and updating in real time.<\/p>\n\n\n\n

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Net worth tracking<\/h3>\n\n\n\n

Connect your accounts and watch your complete net worth update automatically, in one clear number.<\/p>\n<\/div>\n\n\n\n

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Investment portfolio<\/h3>\n\n\n\n

See holdings, allocation, and performance across every account in a single consolidated view.<\/p>\n<\/div>\n\n\n\n

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Retirement planning<\/h3>\n\n\n\n

Model your retirement and see whether you are on track for the life you want.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Cash flow analysis<\/h3>\n\n\n\n

Understand where your money goes each month and find realistic room to save more.<\/p>\n<\/div>\n\n\n\n

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Tax awareness<\/h3>\n\n\n\n

Surface tax-saving opportunities throughout the year, before the deadline, not after.<\/p>\n<\/div>\n\n\n\n

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AI insights<\/h3>\n\n\n\n

Ask questions in plain language and get clear, personalized next steps for your finances.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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How Wealthmage will work<\/h2>\n\n\n\n
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1<\/p>\n\n\n\n

Connect your accounts<\/h3>\n\n\n\n

Securely link your banks, brokerages, and retirement accounts in just a few minutes.<\/p>\n<\/div>\n\n\n\n

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2<\/p>\n\n\n\n

See the full picture<\/h3>\n\n\n\n

Wealthmage organizes everything into a clear, real-time dashboard of your wealth.<\/p>\n<\/div>\n\n\n\n

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3<\/p>\n\n\n\n

Act with confidence<\/h3>\n\n\n\n

Follow personalized insights to grow, protect, and plan your financial future.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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The launch is on the horizon<\/p>\n\n\n\n

Public launch coming soon<\/h2>\n\n\n\n

Wealthmage is currently in private beta with a limited group of users. We’re refining the experience before opening it up to the general public.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Coming soon \u00b7 Currently in private beta See your whole financial life in one place Wealthmage brings your net worth, investments, cash flow, and retirement plan together \u2014 so you always know where you stand and what to do next. \ud83d\udd12 In private beta today \u2014 opening to the public soon A first look at […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-6","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/wealthmage.com\/index.php?rest_route=\/wp\/v2\/pages\/6","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wealthmage.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wealthmage.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wealthmage.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wealthmage.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6"}],"version-history":[{"count":2,"href":"https:\/\/wealthmage.com\/index.php?rest_route=\/wp\/v2\/pages\/6\/revisions"}],"predecessor-version":[{"id":10,"href":"https:\/\/wealthmage.com\/index.php?rest_route=\/wp\/v2\/pages\/6\/revisions\/10"}],"wp:attachment":[{"href":"https:\/\/wealthmage.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}