About WealthTale.com
WealthTale.com helps buyers, sellers, renters and investors make property decisions with independent, data-backed advice, and a consultant who is on their side from the first question to the final signature.
Our Story: Advice That Works for You
For most people a home is the largest purchase they will ever make, yet much of the advice around it is tied to a single transaction closing. WealthTale.com was built around a different idea: real estate consultants who are paid for their advice, so the advice can stay independent.
That independence shapes everything we do. We tell buyers when a home is overpriced, tell sellers what the comparable sales actually support, tell renters which lease clauses deserve a second look, and tell investors when the numbers do not work. Sometimes the most valuable advice is not to buy, or not yet.
We work alongside the professionals every transaction needs, including your agent or broker, lender, inspector and closing attorney or title company, and make sure you understand each step well enough to make the call yourself.
We are paid for advice, not for a closing. That keeps our advice honest.
Who We Are: The Principles Behind Our Advice
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Independent advice
We are paid for advice, so our recommendation does not depend on which home you choose or whether you choose one at all.
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Transparent fees
You receive a written scope and fee before any work begins. No percentage surprises at the closing table.
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Evidence over opinion
Comparable sales, running costs and public records come first. When we give an opinion, we show you the numbers behind it.
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Fair housing for everyone
We follow the Fair Housing Act and give every client the same objective information, whoever they are.
A Clear Process, From First Call to Final Signature
Every engagement follows the same four stages, whether you are buying a first apartment or reviewing a rental portfolio. You always know what happens next and what it costs.
Book a Free Consultation-
Listen first
A free first consultation to understand your goals, timeline, budget and constraints.
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Agree the scope
A written scope and fee, so you know exactly what you are getting and what it costs.
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Research and pre-screen
Market research, comparable sales and public records turned into a short, reasoned list.
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Decide with confidence
Side-by-side comparisons, offer or pricing strategy, and preparation for inspection and closing.
What We Do: Consulting for Every Side of the Market
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Buyer Consulting
From budget planning and mortgage pre-approval to viewings, inspections and offer strategy, we guide you to the right home at the right price.
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Seller Advisory
Pricing based on real comparable sales, pre-listing preparation and negotiation planning, so you know your walk-away number before offers arrive.
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Rental Search & Leasing
Pre-screened rental shortlists, plain-English lease walkthroughs and move-in checklists, so you rent with confidence.
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Investment Property Consulting
Cash-flow, cap-rate and appreciation analysis so you invest in rental property with clear numbers, not guesswork.
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Pricing & Market Analysis
Comparable-sales research and neighborhood reports that show how an asking price stacks up before you commit.
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Relocation Consulting
Moving to a new city? We compare commute times, amenities and costs, then build a viewing plan around your schedule.
Advice Built on Primary Sources
Every figure in our guides and client reports comes from a primary source we can point you to, not from opinion or averages we cannot trace. When a number is an illustration, we say so. When a source updates, we update the page and its date.
Read the rules we write by in our disclaimer, and see the guides that apply them on the WealthTale.com blog.
- Consumer Financial Protection Bureau Mortgages, Loan Estimates and closing costs (opens in a new tab)
- Freddie Mac Primary Mortgage Market Survey Weekly national mortgage rate benchmarks (opens in a new tab)
- Internal Revenue Service Home-sale exclusions and rental property tax rules (opens in a new tab)
- U.S. Department of Housing and Urban Development Fair housing rights and obligations (opens in a new tab)
- Federal Housing Finance Agency House price index and market trends (opens in a new tab)
- National Association of REALTORS® research Existing-home sales and price data (opens in a new tab)
Commitments You Can Hold Us To
We currently advise on residential property in New York, Miami, Chicago and Austin. Wherever you are, these standards apply to every client.
- We never hold client funds. Deposits go to a licensed escrow agent, title company or closing attorney.
- When we suggest lenders, inspectors or attorneys, we give you several options and you choose.
- Our market analysis is research to support your decision. It is not an appraisal.
- We work alongside your licensed agent or broker, lender and attorney, not instead of them.
- We explain risks as clearly as benefits, including when the right answer is to wait.
Let's Talk About Your Plans
Tell us what you are working towards. Your first consultation is free, and your fee is agreed in writing before any work begins.