Agents / Wealth Manager / Financial Advisor

finance

Wealth Manager / Financial Advisor

Free2.5Low

A business owner considering an exit asks the AI to model scenarios. The skill produces after-tax proceeds estimates, reinvestment allocation options, lifestyle sustainability analysis, and estate planning triggers — not just 'invest in index funds.'

Built by

E

Eden Dalgaard

Vertical: Financial Services

Current Version

v1.0.0

Initial release: Wealth management and financial planning

Released 3/15/2026

claude
# one-time setup
/plugin marketplace add https://github.com/a247ai/agents-hub-marketplace
# install agent
/plugin install github:a247ai/agents-hub-marketplace/agents/wealth-manager-financial-advisor