Wealth.com turns to well known planners, activists to establish new advisor council

Wealth.com leaders now have the support of a half dozen game changing financial advisors as they work to improve their advisor offerings.

The Phoenix, Arizona-based digital estate planning tech platform announced the formation of its Advisor Council, a curated group of diverse and influential leaders in the financial advisory space.

One Wealth.com study indicates that individuals are more inclined to initiate the estate planning journey when guided by financial advisors. With the formation of the council, Wealth.com aims to better understand the needs of financial professionals and those they serve.

The following individuals are now part of the Wealth.com Advisor Council:

Anna N'Jie-Konte: president and director of financial planning for Re-Envision Wealth, one of the few black-owned advisory firms in the country committed to the economic liberation of Black and brown communities

Dasarte Yarnway: founder of Yarnway Wealth Management and one of the leaders of Onyx Advisor Network, a network for people of color, women, members of the LGBTQ+ community and other groups historically excluded from the financial services industry.

Erik Smith: chief investment officer at 401 Financial, a firm that believes that "financial planning and education is for everyone."

Justin Castelli: founder of RLS Wealth, a firm that helps clients connect spirit, mind, body, and money in their pursuit of their authentic life.

Samantha Russell: chief evangelist at FMG, an all-in-one marketing technology platform for financial advisors.

Thomas Kopelman: The recently named head of community at Wealth.com and co-founder of AllStreet Wealth, a full-service planning and investment management firm for high income millennial business owners

"There are two issues I care about deeply — diversity in the financial services industry and democratizing access to quality financial knowledge and advice," N'Jie-Konte said in a statement. "The Wealth.com team has shown a commitment to both and it was a no-brainer when they asked me to join their advisory council. I'm so excited to contribute to their mission and help more advisors offer a sophisticated solution to clients' estate planning needs."

During their tenure with Wealth.com, the advisors will be instrumental in shaping and advancing the product roadmap of the estate planning platform. 

The council will provide feedback for the platform's continuous enhancement. Officials said the formation of the council "signifies a dedicated approach to product development, always keeping the actual requirements of advisors in focus."

"I am honored to sit on this council alongside some of the most established and reputable names in our industry," Kopelman said in a statement. "When joining this team, I saw the inception of this council as a testament to our collective vision. Our members' insights will guide us in creating a solution that revolutionizes Wealth.com's approach to estate planning. 

"Together, we are embarking on an exciting journey to modernize estate planning through innovative technology."

The advisory council is Wealth.com's latest attempt to level up the estate planning process. Earlier this year, the firm introduced advisors to "Ester," a new tool powered by artificial intelligence and machine learning to help advisors deliver personalized wills, trusts and other estate planning documents.

The minds behind the tech say Ester's two most notable features are its ability to understand specific client goals and the intricacies of existing estate plans; and the fact that Ester is conditioned with both short-term and long-term memory that incorporate a client's previous actions into its responses.

Last month, the firm announced Tyrone Ross, CEO of Turnqey Labs and president of 401 Financial, will become its inaugural strategic advisor. In the role, Ross will inform Wealth.com's product roadmap to ensure it delivers value for financial advisors and end clients.