Welcome to The Wealth Pool from Equitable Advisors Pacific Northwest!

We see the value in our community members getting and staying financially organized in The Wealth Pool.

The Wealth Pool (TWP) Guides You to Financial Success

Our technology helps you get your financial house in order and keep it there. Get organized with TWP today!

As an Equitable Advisors Pacific Northwest friend you are availed to this discount on our base TWP monthly membership -- a $12 savings value!

Select the 'Monthly 15% Off for 12 Months' payment option upon registering your TWP account using your 'Community1' access code.

Our platform provides robust tools and insight into how others manage their finances to help you better handle your own. Jump in the pool today!

Theresa was frustrated with finances.

Getting financially motivated and organized on her own was hard
Budgeting was boring and tracking expenses was cumbersome
Understanding how her student loans factored into her future was difficult
Broaching the subject of money with friends and family was uncomfortable
And she was curious if her rent, cellphone bill, streaming subscriptions and scores of other expenses were in range with her peers

It was like Facebook for Finances -- anonymously!

She sees her total financial picture in one place
She organizes her finances and keeps them organized
Her spending transactions are automatically categorized against hundreds of categories
She clearly sees where her money is going on a monthly and annual basis
She has fun learning how her finances stack up against her peers

Theresa is prepared to tackle life's financial challenges!

Her student loans are precisely mapped into her TWP financial plan
She dynamically adjusts her financial plan, factoring in her goals and life events
She clearly sees when she can afford to buy her first car and home
She sets an emergency cash reserve goal and sees how it funds through time
She sees the power of her employer's matching contributions to her retirement savings over time