Prominent financial advisor to leverage expertise in blockchain, cryptocurrency, and financial inclusion, driving advancements in next-gen estate planning platform
PHOENIX–(BUSINESS WIRE)–#Blockchain—Wealth.com, the industry’s leading estate planning platform, today announced Tyrone Ross, chief executive officer and co-founder of Turnqey Labs, Inc. and president and founder of 401 Financial, as its inaugural strategic advisor. In this new role, Ross will be charged with informing Wealth.com’s product roadmap to ensure it delivers maximum value for financial advisors and end clients alike. His expertise and insights will be instrumental in ensuring that the platform continues to meet and exceed the needs of all its members, further cementing Wealth.com’s position as a preeminent force in the estate planning arena.
Ross’s reputation as an expert financial advisor, blockchain and cryptocurrency specialist, and staunch advocate for financial inclusion has earned him widespread recognition within the industry. His efforts to bridge the gap between traditional finance and emerging technologies have further solidified his status as an influential figure in the financial industry. Notably, he has been featured on esteemed lists such as InvestmentNews’ 40 Under 40, Financial Planning’s “20 people who will change the wealth management industry,” and most recently, Investopedia’s Top 100 Financial Advisors.
“It’s with great excitement that we welcome Tyrone, a role in which his valuable insights and passion for innovation will help Wealth.com continue to be the most advanced solution on the market,” said Tim White, chief partnership officer at Wealth.com. “Tyrone’s forward-thinking approach will help us optimize our solution to empower advisors to deliver a holistic client experience. Together, we are committed to developing meaningful solutions that empowers more people to achieve their financial wellbeing.”
As cryptocurrency and blockchain technology gain traction among investors, Ross is also well-positioned to provide guidance that acknowledges the growing role of digital assets in a comprehensive estate plan. He will offer advice on thoughtful and pragmatic ways to integrate emerging technologies into the Wealth.com platform, enabling financial advisors to harness the benefits of digital assets for improved wealth management strategies and legacy planning. The expansion of digital assets into the Wealth.com platform is geared towards equipping financial advisors with advanced tools to accommodate potential shifts in clients’ needs and preferences, ensuring a seamless and effective estate distribution process.
In his capacity as Wealth.com’s inaugural strategic advisor, Ross will engage in regular meetings with the firm’s executive and product teams, offering invaluable input and suggestions to drive innovation and growth. Further, he will play an active role in educational initiatives, championing the advantages of tech-enabled and meticulous estate planning on behalf of Wealth.com. As the first of several strategic advisors to be appointed in the upcoming months, Ross’ collaboration marks a significant step toward advancing the firm’s mission of modernizing estate planning through innovative technology.
“As a strategic advisor for Wealth.com, I am looking forward to working alongside a team that genuinely shares 401 Financial’s unwavering commitment to the client experience,” added Ross. “The entire Wealth.com team understands that estate planning is not just about numbers and documents; it is about securing the financial legacies of all individuals and their loved ones. Working closely with this dedicated team, I am thrilled to play a role in shaping a more inclusive, user-friendly, and forward-thinking approach to estate planning.”
Wealth.com was established to break down barriers in estate planning, fostering a dynamic ecosystem that evolves alongside its members. By eliminating the complexity and confusion associated with outdated options, Wealth.com offers a seamless and modern approach to estate planning. To learn more, please email [email protected].
Wealth.com is the industry’s leading estate planning platform. It empowers financial advisors to provide a modern, comprehensive and sophisticated estate planning solution to their clients. Wealth.com’s in-house trust and estate attorneys designed and maintain the platform to deliver the legal rigor and quality that is expected from top firms. All easily accessed by both advisor and client in a collaborative digital ecosystem. Wealth.com is optimized for, and available in, all 50 U.S. states and D.C.
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