We are currently using a new state of the art wealth management system. This new technology was developed to provide you with an interactive daily wealth management tool. In the past, people have completed financial plans that reflect their financial situation at a particular point in time. Knowing that life is changing, we have begun using a system that continues to track and monitor your financial plan to reflect these changes. The available services include, but are not limited to the following:
Comprehensive financial plan updated daily
Personal website with 24 hour access to all of your financial information
Account aggregation
Alerts to let us know of important changes in your accounts
Online vault capable of storing important documents
Our approach to personal financial planning aims to ensure that our clients make informed investment and lifestyle decisions having received the best strategic advice available. This personalized planning tool will assist us in making these decisions with up-to-date and accurate financial information.
We look forward to meeting with you to introduce this exciting tool and to discuss the specific application this has to your financial situation.
Access to our wealth management system is for clients only. If you have any questions or would like to schedule an appointment, please call (724) 228-3440.
