We're Creating

The intelligent expert and guide for your money life.™


WealthPhase is creating a new software application and portal that changes the paradigm of personal finance management for tens of millions of individuals and households. It changes how people ‘connect with’ their money to meet their day-to-day needs and fulfill goals and dreams.

When we launch our new solutions under our new product and brand, people across all parts of society from students to multimillionaires will enthusiastically embrace this new way to solve one of the most acute problems in their lives: worry over money. The specific concerns may vary from household to another, but financial stress is shared by nearly everyone.

This new paradigm will also transform the personal finance ecosystem. Different types of financial services companies and financial advisors will soon be equipped with significantly better ways to serve their customers and clients.

The change will be so transformative that our partners and we must operate in a stealth mode for now. You can appreciate our strategic need to ‘burst onto the scene’ and not provide too much lead time in our markets.

Society will welcome this big change. When we introduce the new solution, people will be excited. Our users will enthusiastically recommend our solution to their friends and family. In the meantime, we invite you to discover the 13 things you can do with money.

If you would like to discuss a potential opportunity, please contact Doug Root or Lin Pearce.
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Doug Root


A co-founder of WealthPhase, Doug developed the solution concept and brought together the dream team to turn his vision into reality.

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Lin Pearce


A co-founder, Lin is an active leader with a track record of building software companies based on advanced technologies.

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Dean Xenos


Dean is our CTO. He is a co-founder and leading expert in a specialized area of Artificial Intelligence called Logical Intelligent Agents.

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The brand of our solution is not WealthPhase.

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We Serve

Our role is to serve individuals and households.

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We invite inquiries from content, technology, and financial firms.

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Contact WealthPhase

  • 12110 Sunset Hills Rd. #500 Reston VA 20190


Discussing ways to improve your money life.

  • 02/16/2018 02:35 PM

As I drove by the credit union, I noticed their sign showing rates for both 15-year and 30-year mortgages. I thought to myself, "Why do people take out 15-year mortgages?"

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  • 01/23/2018 09:39 AM

New cars, and their associated payments, are one of the top reasons why so many individuals and families fail to achieve financial security.

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  • 08/02/2017 12:25 PM

Mark and Bethany were surprised to learn that paying an additional $30 a month to American Express could generate additional cash for their retirement.

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  • 06/21/2017 06:37 PM

If you are experiencing the same result (too much month left at the end of the money), don’t waste your time documenting what doesn’t work. That’s all the upside-down budgeting template will do.

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