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We disrupt outdated retirement offerings with transparent, tech-driven 401(K) solutions that empower employees to own their financial futures.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


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:

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.