Smart Money Flows

WaterfallWealth.ai is a diversified buy-and-hold framework with a splash of AI.

Our AI uses tried and true financial principles. It increases allocation to growth in bull markets, and provides more defense in bear markets. This may lead to higher risk adjusted returns.

Your AI advisor, not a black box.

No credit card required • Start in 2 minutes

Interactive Simulator
Growth Bucket 40%
Core Bucket 40%
Defensive Bucket 20%

Try different market scenarios:

Click the market buttons to see how our AI flows between portfolio buckets. This may result in a higher risk adjusted returns, lower drawdowns, and higher returns. Helping you reach your wealth goals while sleeping well at night.



It's like having a professional portfolio manager that never sleeps, with full transparency on every decision.

RIA Oversight
SEC Compliant
Full Transparency
Educational Explainations
AI-Powered


How to Waterfall Your Wealth

AI creates a personalized wealth strategy based on your risk tolerance and financial goals

Simple. Automated. Profitable.

1

Set Your Preferences

2-minute setup. Take our quick risk assessment. No complex forms.

2

Get AI Recommendations

AI instantly creates your personalized wealth strategy.

3

Start Smart Investing

Start investing with AI to protect downside risk and maximize growth.



Get Started - It's Free

No credit card required • Start with any amount