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Grounded Gus™
The AI layer of the first AI-native, human-assisted Virtual Family Office.
A guide inside Grounded Wealth™. Warm, plain-spoken, on your side. He works for advisors and their clients alike — answering the questions you didn't know to ask, and the ones you didn't want to.
Meet GusThe examples and interfaces below are illustrative only. All names, figures, and data shown are fictional and for demonstration purposes.
For clients
Ask without embarrassment
Gus answers the questions you're too embarrassed to ask your advisor. He speaks plain English, not financial jargon.
- Knows your actual financial picture
- Explains concepts clearly and simply
- Connects you back to your advisor when it matters
- Available anytime, anywhere
Grounded Gus
Online
Gus is a guide, not an advisor. For personalized advice, your advisor is always a message away.
Illustrative only. Names, figures, and responses are fictional.
Good morning, Nick. Here's your Monday briefing.
Monday, April 7 — 3 meetings today · Briefing generated 6:47am
Weekend Sweep
Since Friday: 2 new leads via the policy drop zone, 1 new booking on your calendar, and 1 portal question worth reviewing before your 10am.
Today's Meetings
9:00am — Sarah & Tom Mitchell
Annual review
Gus flagged: Protection score dropped since last visit. Coverage gap worth addressing.
10:00am — James Okafor
New prospect
Gus found: Variable annuity statement uploaded Friday. $4,200 in annual fees. Full policy MRI ready.
2:00pm — Karen Delgado
Follow-up on rollover options
Gus notes: 2 open checklist items from last meeting still pending.
One Human Moment
Karen mentioned her daughter is starting college this fall. Worth acknowledging today.
Illustrative only. Names, figures, and data are fictional.
For advisors
Your daily practice briefing
A real-time brief built around your calendar, your clients, and your priorities. Voice or text. Always caught up, never repeating yourself.
- Client updates and alerts
- Portfolio performance at a glance
- Task prioritization
- Voice or text interaction
A careful eye
Gus reads the fine print
Hidden fees in old annuities, life insurance, and investment accounts. Found, named, and benchmarked. In seconds.
You'll never miss an opportunity to improve outcomes for your clients.
Example detection
Found 1.2% M&E fee in annuity — 40 basis points above market average for similar product.
Drop your policy here. Gus will do the rest.
Annuity statements, life insurance dec pages, or any policy document. PDF or image. Takes about 30 seconds.
Your document is never stored. Gus reads it, analyzes it, and that's it.
Illustrative only. Document, figures, and analysis are fictional.
Slowly, on purpose
How we're bringing Gus into the world
Trust takes time. We'd rather take ours and get this right than ship a clever trick that lets people down.
Patience
Months of quiet, deliberate work — on tone, on accuracy, on the way real financial conversations actually unfold.
A high bar
Every answer reviewed against how a thoughtful advisor would respond. If it falls short, it doesn't ship.
Restraint
90% right isn't good enough when families are involved. Gus opens up only when he earns the right to.
How Gus works with you
A clear scope
What Gus does
- Answers client questions
- Analyzes your financial picture
- Detects hidden fees and risks
- Connects you to advisors
What Gus doesn't do
- Give personalized financial advice
- Bypass your advisor
- Expose your private data
- Make trades or commitments
Gus is a guide, not a decision-maker. He helps you see things clearly, surfaces what deserves attention, and hands the real moments back to your advisor. The relationship stays human. The guidance stays theirs.