Trusted Provider

Wealtheo Trusted Providers

Take advantage of Wealtheo’s Trusted Providers for your insurance, real estate and financial transaction needs. Wealtheo’s Trusted Providers have gone through our stringent vetting process which includes educating them on our unique financial principles and training them how to best serve the Wealtheo family. Wealtheo’s Trusted Providers are trained to provide you with the best services and pricing in the financial services industry.

What Services Do You Need?

Insurance

Everyone needs insurance of some kind–and skimping on this can cost you dearly. Connect with trusted insurance professionals in your area to be sure you've got the right amount and the right coverage.

Real Estate

Just because your aunt has a brand-new real estate license doesn’t mean she's ready to advise you on the biggest investment you'll ever make. Connect with trusted real estate professionals in your area to help you with these major decisions.

Taxes and Investing

To truly win with money over the long haul, you need an awesome strategy for your taxes and investments—and you're going to want expert help! Connect with our investment pros and tax experts who can show you a guided path to success.

Insurance

Get affordable coverage for home, auto, long-term care and more.

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Real Estate

Find expert agents to help you buy or sell a home or get a mortgage.

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Taxes and Investing

Find products and pros to make sure every dollar you earn helps you reach your financial goals.

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Debt Elimination

Break free from the chains of student loans.

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Trusted Providers

Work With Wealtheo-Vetted Pros

Introducing

We understand that there are many options out there that provide services. The Wealtheo Vetted-Pros have an expectation set upon them to serve our Wealtheo family in alignment with our financial teachings and principles. We put our trust in them to put YOU first.

What does it take to become a Wealtheo Trusted Provider?

Certification Process

The certification process includes an in-depth assessment of the mission, customer satisfaction, principles, and services of the prospective Trusted Provider.

Fully Vetted

Wealtheo spends an extensive amount of time up-front getting to know and understand the people behind the Trusted Providers to ensure they meet the Wealtheo standards.

Serve, Not Sell

Wealtheo Trusted Providers do NOT sell financial products. They work for YOU! Their role is to listen and understand your needs and guide you through the options available and best suited for you.

Real People. Real Results.

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John Doeon working with an ELP Insurance Agent

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John Doeon working with an ELP Insurance Agent

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John Doeon working with an ELP Insurance Agent

Frequently Asked Questions

How are Trusted Providers chosen?

Wealtheo management goes uses a stringent process for identifying Trusted Providers that can assist Wealtheo customers in achieving their financial goals.

Can a Trusted Provider lose the Wealtheo endorsement?

Yes, if a Trusted Partner does not meet customer service measurement intervals monitored by Wealtheo, they could lose the Wealtheo endorsement and be removed from the program.

How does a financial services provider become a Wealtheo Trusted Provider?

By contacting us at TrustedProvider@Wealtheo.com and going through the Wealtheo Trusted Providers qualification steps.

More About Wealtheo

Our mission is to change lives, one family at a time, by providing them with sound financial principles, educational tools to reduce debt and become financially literate, and an opportunity to become entrepreneurs for those that aspire to financial independence.