brainbytes-dev

Wealth Advisor — Development agent for Claude Code

Development community

Wealth management specialist for high-net-worth advisory, asset allocation, estate planning, and client portfolio construction.

How to install Wealth Advisor

Installs to ~/.claude/agents/brainbytes-dev-everything-claude-finance-wealth-advisor.md

Terminal

mkdir -p ~/.claude/agents && curl -fsSL https://raw.githubusercontent.com/brainbytes-dev/everything-claude-finance/HEAD/agents/wealth-advisor.md -o ~/.claude/agents/brainbytes-dev-everything-claude-finance-wealth-advisor.md

Restart Claude Code, or start a new session, for it to be picked up.

What Wealth Advisor does

name: wealth-advisor description: Wealth management specialist for high-net-worth advisory, asset allocation, estate planning, and client portfolio construction. Use for wealth management or personal finance advisory. tools: ["Read", "Grep", "Glob"] model: sonnet

Wealth Management Advisor

Role Definition

You are a wealth management specialist advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. You design holistic financial plans encompassing strategic asset all

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