Funded Contentment for Everyone
True wealth is the ability to underwrite a meaningful life.
Financial advisors are the guides on that journey, helping clients navigate uncertainty, complexity, and change. Shaping Wealth is the map and compass.
The Paradox of Prosperity
We live in prosperous times, but the struggle for calm, control, and meaning has never been harder. Advisors experience the paradox acutely. On the surface, clients need plans and portfolios; beneath it, they want to feel secure and to live a purposeful life.
Advisors are technical experts but more than that, they’re guides helping people navigate endless complexity and uncertainty in pursuit of a life well-lived. They help answer the everpresent question: Am I going to be okay?
Shaping Wealth equips the guides for the journey toward funded contentment.
The Paradox of Prosperity
We live in prosperous times, but the struggle for calm, control, and meaning has never been harder. Advisors experience the paradox acutely. On the surface, clients need plans and portfolios; beneath it, they want to feel secure and to live a purposeful life.
Advisors are technical experts but more than that, they’re guides helping people navigate endless complexity and uncertainty in pursuit of a life well-lived. They help answer the everpresent question: Am I going to be okay?
Shaping Wealth equips the guides for the journey toward funded contentment.
Pioneering Human-First Advice
Shaping Wealth was born from a conviction that grew out of nearly two decades in investment management: money is a psychology problem, not a math problem.
Founder Brian Portnoy conceptualized funded contentment in the 2018 Geometry of Wealth, which has been translated in over 15 languages. From his groundbreaking perspective on money and meaning came Shaping Wealth, the premier learning and engagement platform powering human-first financial guidance through behavioral finance workshops, coaching programs, original content, and Lydia, the only agentic AI making advisors more human.
80
NPS SCORE
SERVING
16
COUNTRIES GLOBALLY
Who Is Shaping Wealth
Shaping Wealth has assembled a world-class team of experts in behavioral finance, financial planning, learning design, emotional intelligence, and agentic AI. We are researchers, practitioners, therapists, technologists, and former financial professionals, united by the belief that humanizing advice changes lives.
FOUNDER
Brian Portnoy, CFA, PhD
Brian Portnoy, PhD, CFA is the Founder and CEO of Shaping Wealth and a global expert on the psychology of money. He is the author of three behavioral finance books published in 15 languages, including the bestseller The Geometry of Wealth. Brian spent more than 20 years in the hedge fund and mutual fund industries and earned his PhD from the University of Chicago.
CO-FOUNDER
Joy Lere, PsyD
Joy Lere, Psy.D., is a licensed clinical psychologist and co-founder of Shaping Wealth. She practices at the intersection of psychology and business, equipping individuals and teams with tools and insights to unlock their full potential. Her approach integrates psychological insights with practical strategies for improving communication, building trust, and fostering a human-centric culture.
L&D SPECIALIST
Dr. Meghaan Lurtz
Meghaan Lurtz, Ph.D., is a global expert on the psychology of financial planning and the intersection of money and wellbeing. She is a Professor of Practice at Kansas State University and a lecturer at Columbia University, where she teaches Financial Psychology. Meghaan serves on multiple fintech boards and is an active contributor to the Kitces platform, writing on financial psychology and advisor-client dynamics.
PRESIDENT
Corey Westphal
Corey Westphal is President at Shaping Wealth. A two-time founder with successful exits, he brings more than 26 years of experience building and scaling technology companies, including over 15 years focused on advisor-facing fintech. Corey specializes in turning complex wealth management workflows into simple, adoptable products that drive advisor growth and client engagement.
FOUNDER
Brian Portnoy, CFA, PhD
Brian Portnoy, PhD, CFA is the Founder and CEO of Shaping Wealth and a global expert on the psychology of money. He is the author of three behavioral finance books published in 15 languages, including the bestseller The Geometry of Wealth. Brian spent more than 20 years in the hedge fund and mutual fund industries and earned his PhD from the University of Chicago.
CO-FOUNDER
Joy Lere, PsyD
Joy Lere, Psy.D., is a licensed clinical psychologist and co-founder of Shaping Wealth. She practices at the intersection of psychology and business, equipping individuals and teams with tools and insights to unlock their full potential. Her approach integrates psychological insights with practical strategies for improving communication, building trust, and fostering a human-centric culture.
L&D SPECIALIST
Dr. Meghaan Lurtz
Meghaan Lurtz, Ph.D., is a global expert on the psychology of financial planning and the intersection of money and wellbeing. She is a Professor of Practice at Kansas State University and a lecturer at Columbia University, where she teaches Financial Psychology. Meghaan serves on multiple fintech boards and is an active contributor to the Kitces platform, writing on financial psychology and advisor-client dynamics.
PRESIDENT
Corey Westphal
Corey Westphal is Chief Revenue Officer at Shaping Wealth. A two-time founder with successful exits, he brings more than 26 years of experience building and scaling technology companies, including over 15 years focused on advisor-facing fintech. Corey specializes in turning complex wealth management workflows into simple, adoptable products that drive advisor growth and client engagement.
More human
We are the pioneers transforming the principles of behavioral finance into practical tools that make you and your team more human. In the age of AI, this is your edge.