AssetMark Mobile vs Let's Make Wealth Fair

AssetMark Mobile’s user-friendly interface and intuitive navigation empower you to access and track your investments anytime, anywhere. • Stay on top of your portfolio. An intuitive interface allows you to navigate your investments. • Access visualizations of your portfolio. Portfolio summary data and sharp graphics deliver the insights you need. • As close as your smartphone. When you can’t be at your laptop, you still can access the account information you need. IMPORTANT INFORMATION This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. Online access is subject to system availability. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact AssetMark or your Financial Advisor. AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark Investment Management, a division of AssetMark, Inc., includes AssetMark, Savos, and Aris strategies. GuideMark® and GuidePath® Funds are distributed by AssetMark Brokerage™, LLC, member FINRA, an affiliate of AssetMark, Inc. AssetMark and third-party strategists and service providers are separate and unaffiliated companies. Each party is responsible for their own content and services. To learn more visit: AssetMark.com or assetmark.com/mobile | This site is designed for U.S. residents. | ©2025 AssetMark, Inc. All rights reserved. 105823 | C23-20004 | 01/2025

Welcome to Let's Make Wealth Fair, your guide through personal finance with simplicity and clarity. This program dismantles financial education barriers, offering an approachable and accessible path, ensuring that: 1. You navigate your financial journey with confidence, using our Gap Analysis tool to bridge where you are and where you wish to be. 2. Your finances are automated, simplifying your life and freeing your mind for what truly matters. 3. You bring peace and security by building a safety net available for emergencies. 4. Investing becomes second nature, letting you build wealth while you sleep—no secrets, just smart habits. 5. Major life milestones are not just dreams but planned financial goals, achieved without sacrificing your present happiness. 6. Every spending decision you make is one of pride and confidence, aligned with your true self, devoid of regret or shame. This program is built on the belief that understanding and improving your financial situation should be empowering, not overwhelming. With Let's Make Wealth Fair, you're equipped with tools, knowledge, and support to make informed decisions that resonate with your values, aspirations, and the life you envision. Whether you're starting from scratch or looking to refine your financial strategy, we meet you exactly where you are. Welcome to a community where building wealth is demystified and attainable for everyone. Beyond guiding you through personal finance, I created Let's Make Wealth Fair with a mission: to empower you and fellow users to collectively build over 500,000 emergency funds. This goal is close to my heart—it represents my commitment to replacing anxiety and fear associated with money with financial stability and resilience for everyone. I believe that every one of us should not only dream of a secure financial future but also take concrete steps towards making it a reality. I'm inviting you personally to join me on this journey.