Wealthie, Inc. is the parent company of Wealthie Advisors, LLC, an SEC-registered investment advisor. Investment advisory services are provided by Wealthie Advisors. Client assets are held at an unaffiliated broker-dealer/custodian, and Wealthie Advisors manages client accounts in accordance with its investment strategies. In certain cases, Wealthie and Wealthie Advisors 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 advisor. Wealthie Advisors LLC’s internet-based advisory services are designed to assist clients in achieving distinct 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, nor 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 was made in June of the year the home was purchased and was held 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. They 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 and equity markets. Market conditions, individual circumstances, and investment outcomes can vary substantially.
The data used comes from third-party sources believed to be reliable, but its accuracy and completeness are not guaranteed. 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 an SEC-registered investment advisor. For more information, please refer to:
Form ADV Part 2 (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 and 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 on this website are for identification purposes only.
