Wealthramp Reviews

Rob Price 2025.12.11

     

We didn't know where to turn for a fiduciary, until we found Wealthramp. I heard an interview with the owners on the How to Money podcast, and I signed up that day. They ask you a few easy questions to get started, then send you 3 possible matches. I called and scheduled appointments, and got to spend a good deal of time learning about each advisor. Not long after signing up, Pam, the owner even called me to check in on the process. She was very friendly and made herself available to answer questions as I went through the process. It turns out, it was very easy. We selected our advisor from the options provided, and are looking forward to a long relationship. I always new that an independent fiduciary was important, but I didn't want to mess with trying to find one. Wealthramp did all that work for me. If you are thinking about hiring an advisor, I highly recommend finding some matches through Wealthramp. You have nothing to lose, and plenty to gain.

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Reply from Wealthramp 2025.12.17

Rob, thank you so much for the kind review. I’m glad to know the process felt easy and supportive for you and your wife—that’s exactly our goal.

I’m especially pleased that Derek was such a great fit and that you felt confident every step of the way. That’s why we created Wealthramp: to remove that overwhelming feeling and offer a trusted path to truly independent fiduciary advice.

Thank you for your trust in us and for recommending Wealthramp. We’re really grateful to be part of your journey.

Peter Kemper 2025.08.25

     

We found our fee-only financial advisor through Wealthramp using its process which was sensible and easy to navigate. I particularly liked the opportunity to meet via Zoom for an hour interview with each of the three advisors we identified. Since working for six months with the advisor we chose, we are extremely impressed. Frankly, we hadn't realized how badly we needed professional advice. And, I am not worried about running up too big a bill--I know the fixed fee in advance.

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Reply from Wealthramp 2025.08.26

Peter, we’re so glad the process worked for you. Knowing the fees upfront can make all the difference, and we’re happy it gave you peace of mind.

David Nicholson 2025.03.22

     

I have been a long-time retirement planning DIYer, but I reached a point where I needed an expert to help with the transition from a "saving for retirement" to a "spending in retirement" mindset, while also preserving and continuing to grow our investments. Wealthramp connected me to a highly qualified, independent fiduciary financial planner that not only shares my values and has in-depth knowledge of someone with my background and circumstances, but is someone I immediately clicked with and felt I could trust with planning our financial future. Pam was extremely helpful through the process and helped coach me through questions I needed answered in order to make sure I was comfortable moving forward with this important decision. I highly recommend this service for anyone who feels they need help with selecting the right financial planner and want to have confidence that the people being recommended will have their best interests as priority one.

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Reply from Wealthramp 2025.03.24

David, Thank you for trusting us with your search! We're thrilled you found the right advisor. Wishing you much success, and if you ever need anything, just know that I'm here!

Pam

Nicholas Newton 2024.09.07

     

Wealthramp helped me find a (fiduciary) financial advisor that I can trust and has my best interest in mind. Pam was very kind and attentive and specifically recommended someone that would well with and for me. I am grateful for this service.

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Reply from Wealthramp 2024.09.09

Hi Nicholas! I am so happy that we were able to talk and that I could connect you with Justin. Thank you so much for this great review and just know that I will always be here for you if you need anything in the future!!

Debbie Barlow 2024.08.25

     

As a single woman, mother, grandmother, and soon-to-be-retired career RN, my time, for the most part, has been devoted to raising my family and working. Not numbers. I needed to have my financial portfolio and "last chapter" planning in better skilled and knowledgeable order. Not happy with the large firm managing my portfolio, I began a local search, unsuccessfully interviewing fiduciary planners, seeking a personal connection to what was important to me. Retirement. Investing. Estate planning. After a Google search of "woman fiduciary financial planners", in walks Pam and Wealthramp. I completed the brief online questionnaire, and in a very short time, Pam reached out to me directly with three personally-vetted matches based on MY specific needs. I now have my "financial husband". (Lol) Professional yet personable, a careful listener, focused, knowledgeable and resourceful, a detailed numbers guy and patient teacher, providing guidance as I move forward in my retirement journey. And as it applies here, "it's not you, it's me". My money, my future. Peace of mind. Thank you Pam for your invaluable service I highly recommend!

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Reply from Wealthramp 2024.08.25

This is the first time I've heard the description that you've found your "financial husband"! On behalf of our whole team, congrats! And kudos to you for approaching this process so thoughtfully. :)

With warm regards,
Pam

David Frank 2024.08.08

     

Wealthramp is the best and delivers on all their promises. I highly recommend them.

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Reply from Wealthramp 2024.08.08

Thank you David! We're always here if you ever need anything!!

Jer M 2024.03.08

     

Pam connected me with a financial advisor whose unique academic background, knowledge, and thoughtful manner were exactly what I was hoping to find. I look forward to working with this advisor long term.

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Reply from Wealthramp 2024.03.11

We love to hear that Jer! So happy you were able to connect with an advisor who truly understands your needs and has the expertise to help guide you to where you want to go. We're always here for you if you ever need anything in the future!

David Brunelli 2024.03.07

     

I recently used Wealthramp to find a financial advisor and am very happy with the professionals I was introduced to. At first, I had a little trouble finding people in my immediate vicinity but a wider search yielded greater results. I would recommend potential users decide if you really want/need in-person meetings or if a remote situation (over zoom) is sufficient for you. Knowing this will yield better options for whichever you are looking for and save you time interviewing only the professionals that meet your criteria. As far as the advisory service goes, I especially loved that fee structure was discussed early and in a straightforward manner. To me that is much easier to understand (and budget for.)

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Reply from Wealthramp 2024.03.11

Hi David! Thank you for your review and helpful advice!! We're happy you were able to find an advisor who aligns with what you were looking for and glad to hear that your journey was straightforward and to your liking. You're in great hands with your new advisor, but if you ever need anything please don't hesitate to reach back out!

Sandra Brown 2023.08.25

     

Wealthramp Sandra Brown Posting publicly Wealthramp, was instrumental in several areas of my financial advice, knowledge and selecting the perfect firm for my upcoming retirement planning. I found Wealthramp while listening to a Jean Chatzky podcast which Pam Krueger was being interviewed. I knew I needed better financial assistance and wasn't pleased with my long-time firm. Pam listened and zoned in uncannily to what I "really" needed to inch my way into a strong and comfortable retirement roadmap. Wealthramp was transparent, no pressure, honest and steered me to Wick Capital Partners, and it was the best choice for me. Mark Feldser and his team are exceeding my expectations!

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Reply from Wealthramp 2024.03.11

Thank you for your review Sandra! Glad to hear everything worked out with Wick Capital and Mark, they're great people and even better advisors. Just know we're here in case you ever need anything!

Dave Williams 2023.08.25

     

Pam at Wealthramp personally called us to help troubleshoot an error we made during the initial online questioneer. She listened to understand why we were seeking a new direction & gave us great referrals for fee-only firms that would meet our needs. We interviewed three financial advisors and now, a year after choosing an advisor we wouldn't have found without Weatlhramp, feel confident about our overall financial plan - investments, taxes, income, and eventual estate.

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Reply from Wealthramp 2024.03.11

Love to hear it Dave! Thank you so much for your raving review!! Our advisor truly are the best. I hope everything is going well so far and just remember that if you ever need anything we're right here for you.

Ian Culverhouse 2022.12.02

     

Last year (2021) my wife and I decided the time had come to partner with financial professionals and so we began looking for a wealth management firm that suited our needs. We weren't entirely certain how to go about selecting a firm though, so we contacted several different services/companies - to include Wealthramp. All of which put us in touch with many different choices. We then proceeded to perform an intensive and exhaustive vetting and interview process of the firms put before us. We ultimately selected a team through Wealthramp above all the others, and this was for a few reasons. First we personally spoke with Pam Krueger at Wealthramp. Our conversations with Pam were really instrumental in assisting us as she spent significant time helping us prioritize our needs, and was very patient an knowledgeable. Pam at Wealthramp also does an incredibly thorough vetting process of the firms she chooses to partner with. She is very discerning and highly selective, and few firms make the cut, which also helped us feel comfortable. There are a lot of firms and advisors out there, and it can be a daunting task trying to select the right one, but what I can say is we are very pleased with the team we selected through Wealthramp. If you are reading this review then I suspect you may be in a similar situation and so my advice is you can't go wrong at least having a conversation with Wealthramp.

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Reply from Wealthramp 2022.12.13

Ian thank you so much for taking the time out of your day to leave us this amazing review! We take great pride in who we allow our clients to work with and vet each advisor thoroughly. Hiring the right advisor for you and your family can be an exhausting one, but we're happy to have been able to assist. Happy Holidays Ian :)

Cycle Guy 2022.11.30

     

While searching for a financial advisor on the internet, I came across the Wealthramp site, and I decided to send a message on the site's bulletin board with some basic questions. Within minutes, I received a call from Wealthramp's owner and CEO, Pam Krueger. This came as quite a surprise, as it was on a Sunday! Nevertheless, Pam asked me a few questions about my goals and expectations for engaging an advisor, and she followed up within hours with a number of recommendations for advisors who work with individual investors, like me. Pam assured me that all of these advisors are fiduciaries, meaning they do not work off commission, and all adhere to a code of conduct and standard of financial care that puts the individual client investor first. Pam also assured me that she had personally vetted all of her recommendations. I followed up with several of Pam's recommendations, and I am happy to say that I found an advisor who I felt very comfortable with, and who has now been managing my portfolio for three years. My only regret is not reaching out to Wealthramp and Pam sooner, as I now have tremendous piece of mind and a sense of financial security as I approach my retirement goals, which I never had before. Thank you, Pam - you've changed my life!

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Reply from Wealthramp 2022.12.13

Frederic we appreciate you and this great review! We are always here to help and assist in anyway that we can. Our passion is to pave the way and be a resource to you as you embark on your journey to finding the right advisor for your financial needs. Thank you again for trusting us and allowing us to be apart of your journey!

Julie O'Berg 2022.11.30

     

Connected with a financial advisor that meets my needs in every area.

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Reply from Wealthramp 2022.12.13

Glad we could assist Julie, we're here for you every step of the way, so if you ever need something don't hesitate to reach back out. Thank you for your great review!

CKO (CKO) 2022.11.29

     

On the internet there is a copious presentation of advisors, advisor reps, investment advisors, specialists, analysts, financial planners, the list goes on and on. How does anyone know where to seek good financial advice? My husband & I now work with a fiduciary advisor vetted through Wealthramp, an advisor who can take a comprehensive view of our finances and provide guidance and advice on matters important to us. It was an interesting and educational process, and share without hesitation Wealthramp as a means to seeking a fiduciary advisor.

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Reply from Wealthramp 2022.12.13

Thank you for the amazing review! It can be tough to sort through all the clutter and figure out what is best for your financial needs. That's why we set out on this journey to do what we do, we love helping each and every one of the people who come through Wealthramp. Glad we could help and thank you for trusting us along the way.

John C. 2022.11.29

     

Once in a great while you find a gifted person with the knowledge, the capability and the desire to help. Pam is that type of professional and Wealthramp is truly a rare find. Pam personally telephoned in response to my query. We discussed my financial needs and she promptly followed up with a preferred referral (and a couple of back-ups). There was never any pressure, only information and assistance. I am in my second year with our advisor and I could not be happier. Thank you Pam and Wealthramp!

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Reply from Wealthramp 2022.12.13

John we appreciate your kind review. We never pressure our clients to move forward with our advisors, but through our vetting process we have curated a group of experienced professionals who are equipped to handle almost any situation. Super happy we were able to assist you and just know that if you ever need anything feel free to let us know!

Linda 2022.11.29

     

All encompassing process to identify a true fiduciary advisor that will be a partner for life!

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Reply from Wealthramp 2022.12.13

Linda thank you so much for your review! This is what it's all about, finding that resource that you can trust to get you to all the places you want to in life. Glad we could help :)

Carl Twisselman 2022.11.29

     

My wife and I felt we got very personalized attention as Pam listened to our financial situation and recommended an advisor who has been a great match for us. He evaluated our portfolio and made suggestions based on our tolerance levels, at the same time making us partners in decision-making. He is good at keeping in contact monthly, with articles and insights.

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Reply from Wealthramp 2022.12.13

Thank you Carl for your kind review. We focus on listening to your needs and goals in order to recommend the best possible advisor and are happy we struck gold with yours!

Kathy Sigda 2022.11.29

     

Wealthramp matched me with a wonderful financial advisor! It was very easy to get recommended matches and to research them and choose the best fit for my needs. I appreciate this service!

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Reply from Wealthramp 2022.12.13

And we appreciate your great review, Kathy! We are always here for you every step of the way.

Sharon T 2022.08.29

     

Weaththramp has been such a great experience for me. Whenever I’ve questions and/or concerns they’re right there to assist. I just wished I had learned of them twenty years ago.

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Reply from Wealthramp 2022.09.08

We greatly appreciate the kind review Sharon! We take great pride in assisting our clients in anyway possible. We will continue to be right by your side for whenever you need us!

Gary Stolberg 2022.08.23

     

Wealthramp and Pam Krueger provided the help I really needed. I found peace of mind during a stressful time with an advisor that could provide solutions and counsel.

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Reply from Wealthramp 2022.08.24

Thank you Gary for your thoughtful words! We are happy we were able to help you in a time of need and will always be here to support you as you need it!