At Wealthy With You, we are dedicated to empowering individuals, families, and organizations to take control of their financial futures. Founded on the belief that everyone deserves the opportunity to achieve financial independence, we offer personalized financial strategies tailored to meet the unique needs of each client. Whether you’re looking to build wealth, plan for retirement, or improve your financial literacy, our team of experts is here to guide you every step of the way. We take pride in our holistic approach, ensuring that every aspect of your financial life is optimized for success.
- Our expertise
Personal connection at global scale
At Wealthy With You, our expertise centers on crafting tailored financial solutions that meet the unique needs of our clients. With extensive experience across various sectors, our team of seasoned professionals excels in areas like personal financial coaching, retirement planning, group wealth creation, and Sacco management. We bring deep industry knowledge and a practical approach to addressing the financial challenges faced by individuals, families, and organizations.
We simplify complex financial concepts, making them accessible and actionable for our clients. Our comprehensive approach ensures every aspect of your financial journey is covered, from wealth building to risk management. Whether you’re looking to maximize investments, secure your retirement, or boost financial literacy, our expert guidance is designed to help you achieve your goals efficiently and effectively.
- What we believe
Do what is right, always
We believe that financial empowerment is the foundation for a fulfilling life. We hold firm that everyone, regardless of their starting point, has the potential to achieve financial freedom with the right guidance and support. We are committed to helping our clients take control of their financial destinies, building a secure and prosperous future for themselves and their families.
Our core principle was to invest in people, communities, and the success of our clients. Consistently recognized as a top workplace, Beratung has garnered a reputation for creating an environment where individuals thrive. We proudly serve more than half of the Fortune 100 companies and a third of the Fortune 500, while also collaborating with startups, not-for-profit organizations, and a myriad of innovative entities.
- Our purpose
Insight to light
by challenging traditional thinking and ways of operating and bringing new perspectives to the toughest problems
Drive inspired impact
by looking beyond the next deadline to the next decade and by collaborating closely with our clients to enable and energize their organizations.
Conquer complexity
by discovering unique sources of competitive advantage and hidden truths in dynamic, complex systems.
Lead with integrity
by confronting the hard issues, staying true to our values, and stating our views candidly and directly.
Grow by growing others
enabling our clients, colleagues, and the broader community to build success and achieve their full potential.
