Wealth2K, Inc.

75 Arlington St. Suite 500, Boston, MA 02116  

Email: support@wealth2k.com  Call: 781-989-5200

 

©2019 Wealth2k, Inc. All rights reserved.

The Income for Life Model, HumanRobo  and Constrained Investor are registered trademarks of Wealth2k, Inc. Timing Risk and UpSellerate are trademarks of Wealth2k, Inc.

constrained investor

®

constrained investors

The best retirement income solution for America's millions of

®

Constrained Investor is Wealth2k's proprietary retiree investor segmentation construct. It helps financial advisors better serve retirees who need an investing strategy that blends at-risk and safe investments, and focuses on "outcomes" more than "probabilities."