Your AI CFO finds savings & opportunity
while you sleep.
No meetings. No logins. No 1% AUM fees eating your wealth.
Charge Wealth monitors your finances 24/7 and sends you actionable alerts when it finds money you're leaving on the table. Tax optimization. Portfolio rebalancing. Retirement moves. All automated.
Get Started — $279 Lifetime AccessYou Don't Lift a Finger. We Do the Work.
Traditional advisors make you schedule meetings. Robo-advisors make you log in. Budgeting apps make you categorize transactions. We're different.
Connect your accounts once
Link your bank, investment accounts, and upload your tax return. Takes 5 minutes.
Our AI analyzes your finances daily
We scan for tax-loss harvesting opportunities, contribution limits, portfolio risks, and optimization strategies.
You get alerts only when there's money to save
No noise. Just actionable insights delivered via email when opportunities appear or deadlines approach.
Click to execute or ask follow-up questions
Every alert includes the exact steps to take. Need clarity? Ask the AI Advisor anything, 24/7.
See How Much You Could Save
Enter your details and watch your potential tax savings add up in real-time.
Your Financial Profile
Your Potential Savings
Why High Earners Choose Charge Over Traditional Advisors
| Traditional Advisor | Robo-Advisor | Charge Wealth | |
|---|---|---|---|
| Annual Cost | $5K-$15K/year or 1% AUM | 0.25% AUM ($1,250/yr on $500K) | $279 one-time |
| Cost Over 10 Years | $50K-$150K+ | $12,500+ | $279 (no compounding) |
| Conflicts of Interest | AUM fees incentivize keeping assets managed | Want you to move assets to their platform | None - we don't manage assets |
| Response Time | Schedule meetings weeks out | No human support | Instant AI answers 24/7 |
| Proactive Alerts | Quarterly reviews only | None - you must log in | Daily monitoring, alerts when needed |
| Tax Optimization | Basic strategies, requires meetings | Limited to their accounts | 10+ strategies, automated monitoring |
| Portfolio Analysis | Only accounts they manage | Only their platform | All your accounts combined |
| Access | 2-4 meetings per year | App login required | Email alerts + unlimited AI chat |
Three Decision Engines. Zero Conflicts.
Real decision support for people who want clarity—not another product to be sold.
AI Advisor — Your Private Decision Engine
Ask anything financial and get clear, unbiased analysis based on your actual data. No generic advice. No sales pitch. Just direct answers when you need them.
Tax Advisor — Stop Overpaying the IRS
Upload your 1040. See exactly what you're paying and why. Run what-if scenarios before making decisions that cost real money.
Portfolio Engine — CFA-Level Analysis
Risk exposure, concentration, tax drag, and opportunity signals—framed as decision support, not buy/sell recommendations.
Become a Founding Member
Join the first 250 members building the future of AI-powered wealth management
What's Included
- AI CFO monitoring 24/7
- Unlimited AI Advisor questions
- Full Tax Optimizer (10+ strategies)
- Portfolio Engine with recommendations
- All future features included
- Priority email support
Founding Member Perks
- 🎯 Direct founder access via Telegram
- 🚀 Vote on product roadmap
- 💎 Founding member badge
- 🔓 Lifetime feature unlocks
Why only 250? We're limiting founding memberships so we can personally respond to feedback and ensure white-glove treatment. Once we hit 250, price increases to $499 and founder perks close forever.
Join as Founding Member — $27930-day money-back guarantee. No questions asked.
Choose Your Plan. No Tricks. No AUM Fees.
Full access to all three decision engines. Cancel anytime on monthly.
Founding member pricing ($279) ended at member #250
- Unlimited AI Advisor questions
- Proactive insights delivered without asking
- Full Tax Advisor with 10+ strategies
- Portfolio Engine with specific recommendations
- All future updates included
Direct Answers. No BS.
Have questions before you buy?
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