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“You don’t have to see the whole staircase, just take the first step.” – Martin Luther King Jr.

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Actionable Insights From The Top Money Experts

  • Wealthion Macro Bites 12/11/25

    The Fed cut rates 25bps to a 3.50%-3.75% target range on a 9-3 vote split (Chicago’s Goolsbee and KC’s Schmid voted no change and temporary [Trump] Governor Miran voted for 50bps cut).  However, the Fed’s Statement of Economic Projections (dot […]

  • Fed Cuts Rates-Cites Labor Market Concerns

    Fed Cuts Rates-Cites Labor Market Concerns

    The Federal Reserve today announced a reduction in its benchmark interest rate by 25 basis points, lowering the target range to 3.50%–3.75%. This decision marks the central bank’s third consecutive rate cut as it attempts to execute a “soft landing” […]

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  • Wealthion Macro Bites 12/10/25

    Wealthion Macro Bites 12/10/25

    Global bond yields continue to rise. Yields on Bloomberg’s global 10+ year bond index have returned to 16-year highs (3.91%) as traders price-in the end of the global rate cutting cycle (after 315+ global rate cuts past 2 yrs.).  Long-term […]

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  • E.B. Tucker: How the Investors Who Win Actually Think | Your Beliefs May Be Costing You Money

    E.B. Tucker: How the Investors Who Win Actually Think | Your Beliefs May Be Costing You Money

    💡Are your investments aligned with how markets actually behave? Get a free portfolio review with Wealthion’s endorsed financial advisors and see where adjustments may help: https://bit.ly/3Mt5Niu Most investors make the same mistake: they enter the market with strong opinions about […]

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Our Mission

To empower individual investors just like you to achieve, or even exceed, their financial dreams.


Our Values

Trust, honesty & integrity, combined with well-informed, practical and risk-managed approach to protecting & growing your wealth.

Our Transparency Promise

Our top priority is to find you an adviser you are confident is the best fit for your financial goals.

It’s a rare person who has both the investing expertise and time to actively manage a portfolio in today’s markets with long-term success. Most of us have a demanding life to focus on instead, so recruiting outside expertise often makes sense. Our top priority is to find you an adviser you are confident is the best fit for your financial goals. If that turns out to be a firm different than the one we endorse, that’s completely fine with us.

If you do decide to work with one of our endorsed advisers, please note we will receive a fee from them for the referral.
This fee does NOT lead to any increased costs to you. We mention this up front to demonstrate how much we value transparency in the referral process.

Wealthion is a service of Greylock Peak Investments, LLC, an investment adviser registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Greylock only transacts business in states in which it is properly registered or is excluded or exempted from registration.

Before seeking any adviser’s services or making an investment in a fund, investors must read and examine thoroughly the respective disclosure document and ADV brochures.


PAST RESULTS ARE NOT INDICATIVE OF FUTURE RESULTS. THERE IS RISK OF LOSS AS WELL AS THE OPPORTUNITY FOR GAIN WHEN INVESTING IN MANAGED FUNDS.


We believe the combination of expert insight and informed action gives the best odds of successfully achieving financial prosperity.

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“It’s such a relief to finally have my money managed by a financial advisor who sees the world the same way I do.
They respect my concerns, help clarify my goals, and are conscientious stewards of my wealth.”

J.S.