About NetWellth

Mission, Vision, & Core Values

Our Mission

We disrupt outdated retirement offerings with transparent, tech-driven 401(K) solutions that empower employees to own their financial futures.

By modernizing services and eliminating unnecessary barriers, we create smarter retirement benefits that drive workforce loyalty, engagement, and measurable business growth.

Targeted Solutions for Diverse Workforces - NetWellth

NetWellth Benefits - Amir Shah
Our Vision

To redefine the future of workplace 401(K)'s as a catalyst for financial empowerment and organizational success.

"We envision a day when every employee is prepared for retirement, and every business is celebrated for prioritizing financial well-being, transparency, and innovation."

  • Amir Shah, ChFC / Founder

Our Core Values

At NetWellth, our core values are the foundation of every decision we make and every service we deliver:

NetWellth - Group Preventative Healthcare (2)
  • Radical Transparency

    We break down barriers and eliminate hidden and unnecessary fees, bringing clarity and fairness to every aspect of retirement planning.

  • Fiduciary First

    Our decisions are laser-focused on protecting and growing employee savings, with no kickbacks or conflicts of interest—ever!

  • Human-Centered Innovation

    We leverage technology to create automated, intuitive, and impactful solutions that meet employees where they are.

  • Empowerment Through Simplicity

    We make financial wellness accessible, equipping employees with clear, actionable tools to achieve their goals.

  • Future-Focused

    We’re shaping a new era of workplace retirement benefits—one that aligns the financial well-being of employees with the success of their organizations.

  • Impact-Driven Results

    Every solution we deliver is designed to create measurable value for both employees and employers, ensuring long-term growth.

  • Community of Trust

    We build relationships grounded in authenticity and shared success, redefining what it means to be a partner in retirement planning benefits.

Ready to Transform Your 401(K)?

Don’t let outdated retirement plans hold your organization back. NetWellth’s transparent approach solves this by streamlining plan designs, minimizing costs, and maximizing engagement.

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