Wealth Vision

Together with LPL Financial, we use a premier web-based wealth planning tool called WealthVision to provide segmented and comprehensive financial planning to our clients. Our wealth management system also aggregates your LPL accounts and can aggregate all of your other accounts through a live feed that keeps the accounts in your financial plan updated on a daily basis. We also provide you a personal financial homepage so you can view your plan and your accounts all in one place.

Your personal financial homepage is where you can view everything about your financial and estate plan in one place making your personal financial life easier. All of your information is password protected in a secure, encrypted personal web address, easily accessible only to you and your financial team. Keep up to date with powerful analysis tools that track changes in your assets and changes in your life based on your overall asset allocation, financial and estate plans, tax and legal documents, retirement and cash-flow models, and insurance programs.