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Shaping Wealth is your Outsourced Chief Behavioral Officer.

OCBO is a game-changing membership program which translates the science and wisdom on financial wellbeing
into transformative experiences that improve the lives of clients and the advisors who serve them.

Working with Shaping Wealth has been a powerful tailwind for the growth of our business.

Cameron Passmore
PWL Capital

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Learn more about how advisors are partnering with Shaping Wealth to deepen trust, boost confidence, and ultimately achieve funded contentment.

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