The modern way to manage your money
Track all of your investments, account balances, budget and net worth all in one place
(and so much more!)
What gets measured...gets improved
Wealthflo has no ads, you won't be bombarded with financial offers and your information will NEVER be shared to 3rd party companies
Account Aggregation
Bring together your bank accounts, credit cards, and externally-held investment accounts all in one place. It’s finally easy to see the full financial picture.
Blueprint
Organize household net worth, goals, income, savings and expenses using interactive, intuitive visuals.
Cash Flow Map
Understand visually where your cash is coming and going and get an instant insight into your Wealthflo.
Budgeting
One place to manage all your credit card and bank accounts, track spending in various categories, and see how you are doing against monthly budget goals.
Digital Onboarding
Wealthflo makes the account creation process so simple with only 6 steps. List all of your family members and get up in running in as little as 10 minutes!
Manage your wealth on any device
Track your entire financial life on the go!
See net worth, track monthly budget and edit transactions, upload documents to the secure Vault and much more.
Search "RightCapital" on the Apple or Google Play store.
*And don't worry...Wealthflo has no ads, it's 100% secure, you won't be bombarded with financial offers and your information will NEVER be shared to 3rd party companies*
139 River Vista Place, Twin Falls, Idaho
*Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor and Megan Jantz, an investment advisor representative.
BCM and Jantz Wealth Solutions are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.