Set Preferences
2-minute setup. Take our simple risk profile. No complex forms.
Waterfall Your Wealth
We run your wealth engine, based on your situation.
Simple. Automated. Profitable.
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Get My Plan
We create your financial plan. Refine over time to fit your situation.
Grow My Wealth
We execute your plan. With lower risk than traditional investing.
Your AI Financial Guide
Sammy the Salmon guides your entire financial life. Not just investments.
Sammy has a plan to reach your financial goals. Guiding you upstream against the currents and uncertainties of life.
Learn more-
SEC Registered
Investment Advisor -
Funds Held at IBKR
an S&P 500 Custodian -
Your Interests Come First
- RIA Oversight
- SEC Compliant
- Full Transparency
- Customizable
- AI-Powered
Who Is This For?
People who want more than basic investing. They want a trusted partner for building wealth with less stress and clear guidance.
- The wealthy and not-yet-wealthy
- Hands-on or hands-off investors
- Anyone who wants powerful investing without complexity
Buckets adjust based on market trends
Growth Bucket 40%
Core Bucket 40%
Defensive Bucket 20%
Returns similar to buy-and-hold, targeting half the downturn drop.
Helping you sleep at night.
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Make Your Wealth Flow
WaterfallWealth.ai is a powerfull wealth building framework.
Returns similar to buy-and-hold, with about half the drop during downturns. Helping you sleep at night.
Get personalized, entire financial life guidance, at about half the cost of a traditional advisor.
Ready To See Your Wealth Grow?
Start free — get a Waterfall Wealth plan in minutes.
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