matt haghighi

A state registered investment adviser firm with the goal of making investing easier and more accessible. We've partnered with Betterment to offer Amity Advantage, a low-cost investment platform with an investment advisor, with no minimums.

Finovo is a digital marketing agency focused on the wealth management space with clients representing firms with a collective $205B in client assets.

* Established a modular website development program, increasing efficiency in web development, yielding higher margins for the firm. * Developed an order management system to keep track of customer order history, allowing for effective direct targeting of promotions. * Organized web projects with team members to ensure timely completion. * Managed web services budget, providing the firm with income forecasts for hosting subscription services. * Established and maintained relationships with clientele.

MasonPay helps users with multiple credit cards pay down their debt as quickly and efficiently as possible. MasonPay puts money back in your pocket by helping you save on interest. By linking your credit card accounts, MasonPay is able to formulate a monthly plan that works within your budget telling you exactly how much to pay and when.

Betterment is the smarter automated investing service, helping people to better manage, protect, and grow their wealth through leading technology. The service offers a globally diversified portfolio of ETFs, designed to help provide you with the best possible expected returns for retirement planning, building wealth, and other savings goals. Betterment is a CNBC Disruptor 50 and Webby award winner and has been featured in the New York Times, Forbes, and the Wall Street Journal. Betterment helps people to achieve a smarter financial future with minimal effort and at a fraction of the cost of traditional financial services.

At AdvicePeriod, we think it's time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come.This is how wealth management is going to evolve. This is AdvicePeriod.