WealthTrust is an independent financial services firm not affiliated with any banks, investment firms, or insurance companies.
Our Advisors are Certified Financial Planner™ professionals committed to helping individuals, families and businesses achieve their financial goals. We are skilled in navigating a complicated financial world, and dedicated to establishing life long relationships with our clients.
You will greatly benefit from our independence because we have the freedom to be objective in the advice we give and impartial to the solutions we recommend. We are not pressured or distracted by corporate sales goals, and as Fiduciaries, we are legally bound to do only what is in the best interests of our clients.
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Newsletters
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Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Car Affordability
How much can you afford to pay for a car?
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Savings Accumulation
Estimate the future value of your current savings.