Described herein is a system that includes a receiver component that receives personal preferences of a user regarding wealth management. The receiver component can further receive first wealth management advice from a first financial expert that has been selected by the user. Additionally, the system may include a customization component that automatically modifies the first wealth management advice from the first financial expert based at least in part upon the received personal preferences of the user to generate first personalized wealth management advice. The system may additionally include an output component that outputs the personalized wealth management advice to the user.