Wealth Management System

Our technology offers you access, transparency and a way to organize all of your most important documents in one secure location.

You can access your personal website 24/7 via the web to see your entire financial picture—investment performance, asset allocation, insurance coverage, 401(k) and IRA balances, retirement income and more. And a special password-protected, firewall secured digital “vault” area allows you to store and have convenient access to digital copies of your wills, trusts, insurance policies and other important documents.

Our wealth management system offers easy collaboration between your financial advisor, attorneys and CPA, so that we are all literally on the same page. Business owners can easily see their business and personal finances in separate areas.