Wealth Management Services and Account Access
Financial planning is at the very core of the services we provide to individuals and families seeking to build, preserve and manage wealth over time.
Retirement income planning, education planning, tax and estate planning and risk management services are components of a larger, more comprehensive financial plan designed to achieve multiple financial and lifestyle goals. Your plan can also provide for your heirs and define the legacy you choose to leave.
You will have access to a secure website portal which provides access to your account information and all activity.
You will be able to customize this portal by connecting certain outside accounts such as banking, credit card and mortgage information. You can receive account tax documents, plus download into Quicken from this portal. You can even grant permission for other family members or financial professionals, such as your spouse, attorney or CPA, to access a view-only mode of your portal and download financial information.
This aggregation of balances can provide you with an up-to-date, daily net worth statement enabling you to see if you are on track every step of the way.
Your portfolio reviews will also be customized to you. How often do you want to talk to us? What topics would you like to cover? If you prefer a "co-pilot" mode of investing, you can contact us when you need us. Your service is always customizable to fit your needs.