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The strategies your CPA isn't telling you about. Not because they're hiding anything—they just don't have time to go looking.
Learn morePlatform Features
Whether you work with an advisor or go solo, X1 gives you an edge. Professional-grade financial intelligence, powered by AI.
Seven integrated tools that cover tax optimization, estate planning, document management, family governance, and strategic wealth building.
The strategies your CPA isn't telling you about. Not because they're hiding anything—they just don't have time to go looking.
Learn moreStop paying $500/hour to ask basic questions. Get instant answers at 2am, understand your own documents, show up to meetings prepared.
Learn moreYour CPA files what you give them. But what about the questions you didn't know to ask? That's where the money is.
Learn moreYou paid $15k for that trust. Do you actually know what it says? Finally understand what you paid for—in plain English.
Learn moreYour kids will blow through everything. Unless. Start the conversation about values, governance, and purpose.
Learn moreYou're probably paying off debt wrong. The Cash Flow Index shows you which debts to attack first—for real math, not psychology.
Learn moreYou paid an attorney $847/hour for that estate plan. It's somewhere in your email. Maybe a folder called 'Legal Stuff 2022.' Stop hunting. Start finding.
Learn moreFor Advisors Too
X1 Wealth works best when clients and advisors share the same system. Advisors run the plan; clients stay aligned with clear next steps. Ask your advisor about X1, or explore our advisor program.
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