The information provided is for informational purposes only and should not be considered financial advice. Wealthie, Inc. is the parent company of Wealthie Advisers, LLC, a SEC-registered investment adviser. Investment advisory services are provided by Wealthie Advisers. Client assets are held at an unaffiliated broker-dealer/custodian, and Wealthie Advisers manages client accounts in accordance with its investment strategies. In certain cases, Wealthie and Wealthie Advisers may work alongside a client’s existing financial advisor, as directed by the client.
Investment Advice: Advisory services are provided by Wealthie Advisors LLC, an SEC-registered investment adviser. Wealthie Advisors LLC’s internet-based advisory services are designed to assist clients in achieving their financial goals. These services are not intended to provide tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. Wealthie Advisors LLC is not a tax advisor.
Risk Warning: Investing in financial products involves risks, including the potential loss of principal. Past performance is not indicative of future results. The value of investments can go down as well as up, and you may not get back the amount invested. Diversification does not guarantee a profit, not does it protect against loss in a declining market.
The results shown are hypothetical and for illustrative purposes only. They do not reflect the actual performance of any Wealthie account or investment. The calculator compares the change in a home’s estimated value to the total return of the S&P 500 Index, assuming an investment made in June of the year the home was purchased through June 2025. S&P 500 returns reflect the total return index including reinvested dividends.
Home value changes are based on the user-entered purchase price and current estimated value and do not account for property taxes, maintenance costs, transaction expenses, or leverage.
This information is not intended to predict or project future performance of the housing market or equity markets. Market conditions, individual circumstances, and investment outcomes can vary substantially.
The data used are from third-party sources believed to be reliable but are not guaranteed for accuracy or completeness. Wealthie does not provide legal, tax, or investment advice. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal.
Wealthie Advisors LLC is a SEC regulated investment advisor.
Wealthie Brochure
Client Relationship Summary (CRS)
Tax Implications: The tax treatment of this Product depends on your individual circumstances and may be subject to change in the future. We do not provide tax advice, and you should consult with a qualified tax professional regarding your specific situation.
Privacy & Terms: By using our Product, you agree to our Terms of Service and Privacy Policy You must be at least 18 years old and meet all eligibility requirements to use our Product.
All trademarks and logos are the property of their respective owners. All product, company, and servicer names used in this website are for identification purposes only.
