A New Twist on Money
Selected Reads
Whether you're just starting out or looking for some fine tuning, we’ve got you covered.
Welcome to WES
The WES Investing Cheat Sheet
Browse Topics
Inflation, the Federal Reserve, and the stock market
Start with the Basics Discover All Insights
Ready for your own personalized plan?
Generate tailored financial feedback designed for your specific needs and goals.
Master the Basics
We’ll clarify the fundamentals so you can make smarter financial decisions for today and tomorrow.
Set Your Goals
A good financial plan starts with clear objectives, like paying down debt or saving for retirement. We’ll help you get on track.
Save More Money
Find ways to automate your savings, tackle your expenses, and watch your savings grow.
Manage Your Credit
Good credit means more financial freedom. Learn how to stay on top of and improve your credit score.
Select Your Investments
Understand your investments, learn to manage your portfolio, and see your money start to work for you.
Working with Professionals
We can guide you through the process of finding the right financial professionals to suit your needs.
What People Are Saying About WES
Love it. WES is simple to use, made intimidating personal finance concepts approachable, and created an easy entry point for tackling my finances.
As someone who doesn’t come from the financial world or have any family in this world, it was refreshing to have access to content that presented valuable information around these topics in plain English.
This is a great resource. The weekly email keeps me up-to-date on the financial world without being overwhelming.