What Is A Wealth System?

What is a Wealth System?

A wealth system is any structured approach to gaining or preserving wealth.

This concept encompasses investment strategies, savings plans, risk management, tax planning, estate planning, and often behavioral aspects like spending habits and financial goal setting. The core idea is to create a sustainable and efficient system that can help individuals increase their net worth and financial security over time.

These systems can be very simple:

• Save 10% of every paycheck

• Put half in Savings

• Put half in Investments

More complicated systems have more ways they can fail… but they also come with more capabilities.

Let’s examine a better baseline system that touches all the key areas, before diving deeper and using an extended metaphor to explain how to add power to your wealth system.

First we'll explore the basic components of a Wealth Sys…