Mezzi: Elite financial advice for everyone

💰 Mezzi is a new way to build wealth with AI fiduciary advice and insights. Access insights previously reserved for those with expensive advisors. 🚀

[Mezzi: Elite financial advice for everyone @MezziApp]

Past performance is not indicative of future results. No guarantee of future performance or outcomes is implied.

[Mezzi: Elite financial advice for everyone @MezziApp]

keep reading surveys that say people won't trust AI with their money.

Nearly 1 in 2 of our members followed our AI's advice, and the trust grew with use.

My full interview with Josh Lipton on Yahoo Finance: https://t.co/4hMzblthUD

[Mezzi: Elite financial advice for everyone @MezziApp]

Users should not rely solely on AI-driven tools for financial decision-making.

[Mezzi: Elite financial advice for everyone @MezziApp]

This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. No guarantee of future performance or outcomes is implied.

[Mezzi: Elite financial advice for everyone @MezziApp]

Your financial plan shouldn’t disappear when a chat ends.

Add a planner’s financial plan, a tax return or a statement to Mezzi. Advisor can use the extracted details across conversations.

Add once. Keep the context.

https://t.co/8zD7m6ECDe

[Mezzi: Elite financial advice for everyone @MezziApp]

Registration does not imply a certain level of skill or that the SEC has approved the company or its services.

[Mezzi: Elite financial advice for everyone @MezziApp]

A Roth conversion’s tax bill may be only part of its cost.

Check health coverage, cash you need to keep, and when you can access the money. Converting less or waiting may make more sense.

[Mezzi: Elite financial advice for everyone @MezziApp]

For informational purposes only; not investment advice. Past performance does not guarantee future results. Examples are illustrative; actual results will vary. Mezzi is an SEC Registered Investment Adviser (CRD #337818).

[Mezzi: Elite financial advice for everyone @MezziApp]

This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

Past performance is not indicative of future results. No guarantee of future performance or outcomes is implied.

[Mezzi: Elite financial advice for everyone @MezziApp]

You check what's in their candy. 🎃

What's in your 401(k)?

[Mezzi: Elite financial advice for everyone @MezziApp]

Start with one question to your advisor:

"Do I need proxies for any of my accounts?"

https://t.co/HD2qQM2f2l

[Mezzi: Elite financial advice for everyone @MezziApp]

For informational purposes only; not investment advice. Past performance does not guarantee future results. Examples are illustrative; actual results will vary. Mezzi is an SEC Registered Investment Adviser (CRD #337818).

Registration does not imply a certain level of skill or that the SEC has approved the company or its services.

This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

Past performance is not indicative of future results. No guarantee of future performance or outcomes is implied.

Examples are illustrative; actual results will vary based on individual circumstances, portfolio composition, market conditions, and fees.

[Mezzi: Elite financial advice for everyone @MezziApp]

What would your advice cost without a percentage-of-assets fee?

Mezzi gives you advice built on your real accounts for a flat membership, not a percentage of everything you've built.

[Mezzi: Elite financial advice for everyone @MezziApp]

This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

Past performance is not indicative of future results. No guarantee of future performance or outcomes is implied.

[Mezzi: Elite financial advice for everyone @MezziApp]

A screenshot is worth a thousand words.

What does it mean for the investments you own?

Upload an article, chart, or market post to Mezzi. Ask how the scenario could affect your portfolio, including stocks held inside your funds.

[Mezzi: Elite financial advice for everyone @MezziApp]

Ask:

“If this scenario played out, how would it affect my portfolio? Include my exposure through funds, and explain which assumptions matter most.”

Include the source and date. Try it: https://t.co/UogxgePtZ3