WealthTrace Expert Support

Help From a WealthTrace Expert

Have an expert in the WealthTrace software and Chartered Financial Analyst (CFA®), the most sought after designation in the finance industry, help you with your plan. We will have an online conference call where we will review your inputs with you and help you model any complex cash inflows or expenses. We will also review your results with you and help you run scenarios. 

View our current rates or schedule an expert support session.


See reviews from customers who have had an expert support session.


Your personal expert support specialist will be Doug Carey, a Chartered Financial Analyst (CFA®) and the founder of WealthTrace.

*Note that in this support session we cannot give investment or asset allocation advice. The session is not intended for financial planning advice.


Contact Us for more information on this feature and how you can get started.