TeleWealth
Telehealth changed medicine. TeleWealth does the same for your money.
Removing the money worry shouldn't depend on your zip code
We believe everyone deserves to lean back and say, "I can't believe this is my life." Not everyone who deserves that lives within driving distance of a planner they trust. Some of our families moved away for a career and never found "their person" out there, some travel for work, and some winter in Arizona and summer at the lake.
TeleWealth is the full Fireweed experience delivered wherever you are: the same planner, the same planning process, the same guard-first philosophy, over video and a secure portal instead of across a desk.
How TeleWealth works
Everything an in-office relationship has, minus the drive.
Meet over video
Face-to-face meetings from your kitchen table. You see my screen, we walk through your plan together, and we adjust it live, the same way we would in the office.
Share documents securely
No emailing statements back and forth. You upload tax returns and account statements through an encrypted portal, and everything that needs a signature gets signed electronically.
See your plan anytime
Your full financial plan lives online, updated continuously, with your accounts linked. Check your probability of success on a Tuesday night if you feel like it. Most clients stop feeling like it. That's the point.
Reach a real person
Text, email, or schedule a call whenever something comes up. You work directly with your planner, not a call center, no matter where you live.
Who TeleWealth fits
Distance is the problem TeleWealth solves. These are the people it solves it for:
Far from "your person"
You moved for the career, the family, or the weather, and you never found an advisor you trust out there. Geography shouldn't decide who guides your money.
Busy professionals
A planning meeting shouldn't cost you a half day of PTO and a drive. Meet over lunch from your desk, or after the kids are down. Your plan moves forward either way.
Snowbirds and travelers
Up north in the summer, somewhere warmer in January. Your planner, your plan, and your documents travel with you, and nothing waits until you're back.
Wherever you are, let's talk
Schedule a Video CallBuilt to serve you anywhere
Fireweed Capital is a telewealth firm by design, not a local office with a webcam bolted on. Straight talk, long memories, and treating clients like neighbors, delivered to families everywhere. Same planner. Same process. Same why.
See Who We HelpReady to meet your planner from anywhere?
Schedule a video call and see how simple this is.