Wealth Builders, Inc.

Wealth‑Builders, Inc. provides integrated financial planning and investment management to individuals, trusts, estates, and corporations, offering both discretionary and non‑discretionary portfolio management as well as hourly planning engagements. The firm manages a limited number of client relationships, reports no account minimums, and typically recommends mutual funds, exchange‑traded funds, and individual equities as part of tailored advice.

The firm follows a primarily passive, index‑based investment approach with globally diversified portfolios intended to control traditional market risk and to match broad market performance over the long term. Wealth‑Builders may engage third‑party sub‑advisers (including a relationship with 55ip for tax‑efficiency or customized strategies) and, on a case‑by‑case basis, provides advice on variable annuity sub‑accounts under limited powers of attorney.

Noteworthy features disclosed in the brochure include an affiliated accounting practice—the firm’s principal is a licensed certified public accountant and operates a separate accountancy corporation—which the firm identifies as a potential conflict of interest while stating clients are under no obligation to use those services. The firm also reports a significant non‑U.S. client base and maintains a formal business‑continuity arrangement with a third‑party RIA to provide back‑office support and interim sub‑advisory services if needed.