WealthVision® is a powerful tool we have chosen to help our Comprehensive Financial Planning and Retirement Income Planning clients. Through WealthVision, all aspects of your financial data are consolidated into one secure, protected location. Account balances are updated nightly, and can be instantly integrated into a number of reports that can help track progress toward your financial goals. WealthVision is easy to set up and provides:

  • Consolidated Planning. View an up-to-date snapshot of your financial and estate plans at your personal WealthVision homepage, available 24/7.
  • Remote Collaboration. We can log in at the same time to view your data and discuss the status of your financial plan. If you’d like, you can give limited access to other trusted advisors such as an attorney or accountant.
  • Document Storage. If you choose, you can store electronic copies of important documents such as wills, trusts, tax returns, deeds to real estate, and insurance policies in your own secure online "vault."
  • Financial Tools. Through WealthVision, you have access to financial reports, planning tools, calculators, frequent flier and reward programs, and much more.

We recommend WealthVision to our clients as a way to greatly enhance and simplify their wealth management experience.