Wealth vs Crownmark Wealth

Master Money. Live Free. Build A Legacy. We’re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same. WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do! The app is part of a proven money mastery triad: 1) True Wealth Formula book available via Amazon 2) WealthBuilder app via the AppStore 3) TWF Implementation program and coaching systems - New Dashboard to personalize your wealth building experience and maximize your progress through an integrated education, community and algorithm driven platform. - Redesigned Course and Coaching experience - You can now manually track your balance sheet (asset & liability) accounts using TWF methodology! - Set earned income and unearned income goals, Identify your Freedom & Lifestyle Numbers, track progress, completely wipe out debt in record time (comprehensive debt payoff plan), model what the wealthy do, use rules based systems, build a fortress balance sheet (comprehensive compound asset growth forecasting), run simulations and forecasts! - MUCH more to come ;-) Premium features and content available to TWF Implementation Program subscribers. Our mission is to Arm You To Survive & Thrive In The New Economy. The WealthBuilder app community is dedicated to helping you stay informed and take action to create wealth by building freedom, security and fulfillment into your life. Access True Wealth Formula content. Stay in touch and register for latest updates, personalized wealth building training and coaching. Access your client content via Wealth Builder. True Wealth is directly related to individual freedom, quality relationships, self reliance, innovation, production and wise allocation of resources. The world is changing fast, and like you, we are concerned for our families and our future. We don’t have much patience for right/left politics or entitlement thinking. Our team is obsessed with staying up on the latest trends that affect our ability to create, multiply and protect wealth for the everyday lay person. We invest personally and significantly into research, analysis, risk management and strategy testing. We know what works vs. what sounds good in theory. You benefit from our experience. Welcome to our community! FEEDBACK or ISSUES? Please open a live chat on our site at https://www.wealthbuilder.io or send an email to support@wealthbuilder.io

Crownmark Wealth is your personalized gateway to a comprehensive private wealth experience—powered by the cutting-edge capabilities of the Black Diamond® Wealth Platform. Designed for discerning individuals, families, and business owners, our app seamlessly integrates financial planning, investment oversight, and legacy strategy into a single, intuitive digital experience. Whether you're building generational wealth, managing multi-entity assets, or planning for retirement, Crownmark Wealth offers the clarity, confidence, and connectivity today’s elite wealth builders demand. With the Crownmark Wealth App, you can: - Monitor Portfolio Performance in Real Time Access detailed account data, performance reporting, and allocation insights with institutional-level transparency. - Stay Aligned with Your Financial Plan Review progress toward your goals, adjust strategies alongside your advisor, and stay agile in a changing market environment. - Centralize Your Wealth Universe View your entire financial picture—across custodians, entities, and family members—in one secure, unified platform. - Engage in Dynamic Estate & Legacy Planning Organize and update estate documents, visualize wealth transfer strategies, and collaborate with your advisor on family governance and next-generation education. - Communicate with Your Advisory Team Instantly Send secure messages, share documents, and schedule meetings—all directly through the app for unmatched responsiveness and peace of mind. Whether you’re overseeing complex financial holdings or simply want a modern, elegant way to stay connected to your wealth strategy, Crownmark Wealth delivers private office-level service and insight anytime, anywhere. This is not just another financial app. This is your private wealth experience, elevated.