Ontology-Grounded
Every plan maps to 4 domains, 16 elements, and 11 composite metrics — giving your wealth a measurable language beyond dollars.
Wealth is About Wellbeing®
Traditional finance measures your money. Human Wealth™ measures your life — vitality, autonomy, purpose, resilience, and social capital — distilled into a single Human Wealth number.
Try It Yourself
Write. Extract. Connect.
Write about what matters to you. Select any passage to create an insight, and watch your personal graph come to life — the same experience advisors and clients use in the full platform.
Prompt: “What does a truly wealthy life look like to you?”
“What does a truly wealthy life look like to you?”
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Advisory
Holistic Wealth Planning, Grounded in Science
We combine rigorous financial planning with the Human Wealth™ framework — a cybernetic system that measures what traditional finance ignores.
Transition-Engineered
We design for the 8 systemic life transitions that reshape wealth. Your plan adapts because it was built to.
Conflict-Free Pricing
Planning fees based on net worth, not assets under management. We are paid to think holistically, not to gather assets.
Four Domains. One Number.
Wellbeing
Purpose, satisfaction, engagement, and daily affect.
Integration
Vitality, self-efficacy, optimism, and resilience.
Resources
Financial security, structural capability, and social network.
Systems
Autonomy, goal setting, community connection, and engagement.
Latest Insights
Research, commentary, and conversations from the Human Wealth™ ecosystem.
When Life Breaks the Plan: Identity, Caregiving, and the Art of the Pivot
The three-month wall, caregiving as invisible labor, the parenthood paradox, pivot readiness, the Third Act question, and why relational alignment is the hidden variable in every transition.
·Human Wealth™ Editorial
Shadow Liabilities, the Third Act Index, and the Coming Entity Mode
The Shadow Liability Index as a missing risk metric, Third Act assessment beyond replacement ratio, the Sudden CFO crisis, AI displacement, the Relational Friction Coefficient, and the multi-agent future.
·Human Wealth™ Editorial
Why Optimists Save More Than Financially Literate People
Optimism predicts savings more strongly than financial literacy or risk tolerance. A one-standard-deviation increase in optimism correlates with $1,352 more in savings. This is not naive positivity — it is a cultivable orientation that makes the future feel worth investing in.
·Human Wealth™ Editorial
The Human Wealth Podcast
Conversations with researchers, advisors, and thought leaders — with full transcripts for AI retrieval.
Latest Episode
When Life Breaks the Plan: Identity, Caregiving, and the Art of the Pivot
The three-month wall, caregiving as invisible labor, the parenthood paradox, pivot readiness, the Third Act question, and why relational alignment is the hidden variable in every transition.
Read full transcript →Listen on Apple Podcasts
Shadow Liabilities, the Third Act Index, and the Coming Entity Mode
The Shadow Liability Index as a missing risk metric, Third Act assessment beyond replacement ratio, the Sudden CFO crisis, AI displacement, the Relational Friction Coefficient, and the multi-agent future.
·Human Wealth™ Editorial
From Bandwidth to Biological Gate: Building High-Velocity Client Architectures
Assessing bandwidth tax at intake, the Crowded Nest conversation, the Vitality Gate Rule in practice, and building the case for advisory fees as cognitive offloading.
·Human Wealth™ Editorial
Grounded in Peer-Reviewed Research
The Wealth is About Wellbeing® journal curates AAA peer-reviewed research across behavioral economics, positive psychology, and neuroscience.
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Curated Peer-Reviewed Papers
- Mani et al. (2013) — The Double Tax of Scarcity: Cognitive Depletion and Decision Fatigue
- Klontz et al. (2011) — Money Scripts and Wealth Accumulation
- Britt et al. (2012) — Financial Enmeshment and Relational Friction
- Baker et al. (2019) — Learned Helplessness and Compensatory Risk in Investors
Ready to See the Whole Picture?
Start building your Human Wealth™ graph or schedule a conversation with our advisory team.