Wealtheo Trusted Providers
What Services Do You Need?
Taxes and Investing
Work With Wealtheo-Vetted Pros
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?
Serve, Not Sell
Real People. Real Results.
Frequently Asked Questions
Wealtheo management goes uses a stringent process for identifying Trusted Providers that can assist Wealtheo customers in achieving their financial goals.
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.
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.