The WMS is a personal financial website for your family. It provides account aggregation as well as financial planning analysis. The WMS also provides our clients with a single access point to securely store and view important documents such as:
All of your information is password protected in a secure, encrypted personal web address, accessible only to you and your financial professional.
It is always up-to-date, organized and easily accessible.
WMS allows you to keep up to date with powerful analysis tools that track changes in your assets and changes in your life based on your:
Technology when used properly is an enabler, but is not the total solution. We recognize that technology will not replace the important human role we, as your financial advisor, play in the delivery of financial planning services. Thus our technology solutions are, and will always be, complemented with a strong client service platform that includes face-to-face meetings at each stage of the planning process.