Disclosures

Two companies, two kinds of service

Journey Software, Inc. provides the WealthCEO software: tools and education. The software is educational, not advice, and provides no securities advice.

WealthCEO Advisors, LLC is a registered investment adviser offering non-discretionary advice with no custody of client assets. It provides advice only to households that engage it under a written advisory agreement. Registration does not imply a certain level of skill or training.

Features that depend on advice are available only to households with an advisory agreement. Where a feature isn’t available, the product says so.

What WealthCEO never does

WealthCEO watches, suggests and prepares. It never moves money, places or stages a trade, transfers funds, changes a beneficiary, files anything electronically, binds insurance or signs on your behalf, whether by a click, a rule or an AI agent.

This website

Nothing on this website is an offer or a solicitation to buy or sell any security, or a recommendation of any investment or strategy.

The figures shown on this site, such as the net worth, income and dates in the illustrations, describe a fictional sample household. They are not results, projections or testimonials of any real client.