GoTo Wealth Inc. is an SEC-registered investment adviser based in California that operates as a fiduciary for its clients. The firm focuses on providing comprehensive and personalized financial planning and investment management services tailored to individual goals, including retirement planning, investment strategy, and overall wealth management. By operating on a fee-only basis, the company aims to eliminate conflicts of interest associated with commission-based products, ensuring its advice is solely in the best interest of its clients.

Founded in

Canada