Founded by Allan S. Roth, Wealth Logic, Inc. is a registered investment adviser committed to providing conflict-free financial advice. The company operates on a fee-only model, meaning it is compensated solely by its clients and does not accept commissions or third-party payments, ensuring its recommendations are in the client's best interest. Wealth Logic specializes in creating comprehensive financial plans and constructing low-cost, evidence-based investment portfolios, with a mission to deliver sophisticated financial guidance that is both transparent and accessible.

Founded in

United States