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. Clear.
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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 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 Registered
- Customizable
- AI-Enhanced
Who Is This For?
People who want more than basic investing. They want to build wealth with less stress.
- 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%
Built to capture market growth while actively managing downside
risk.
Helping you sleep at night.
* Illustrative example; see
disclosures
for details.
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Make Your Wealth Flow
WaterfallWealth.ai is a powerful wealth building framework.
Built to capture market growth while actively managing downside risk. Helping you sleep at night.
Get financial planning tools and portfolio management
Ready To See Your Wealth Grow?
Start free — get a Waterfall Wealth plan in minutes.
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