WealthVision

There’s no question that managing a lifetime of assets is complex and requires a commitment to ongoing attention and monitoring. The greater the assets you accumulate, the more demanding it becomes to manage your wealth and seek to ensure opportunities are not being overlooked. See how it works.

WealthVision is our innovative web-based planning system that helps us to efficiently collect and analyze your financial data, enhance goal planning and goal measurement, and track progress against goals on an ongoing basis. This fully integrated planning system helps to provide you with a comprehensive view of your full financial picture, no matter where you are or where your assets sit. It can help you consolidate and integrate the various areas of your financial life in real time, and can provide paper-based or electronic reports that can be viewed 24/7.

WealthVision provides:

  • Scenario planning — from single-goal or event analysis, such as retirement, or an unexpected death or disability, to a comprehensive financial plan, WealthVision provides a platform for analyzing your options and charting your unique course to pursuing your goals.
  • A comprehensive, aggregated view of all of your financial assets (including bank accounts, retirement plan assets, brokerage, mutual fund, annuity, insurance and 529 plans) in one place.
  • Real time asset values for your financial plan across multiple accounts.
  • A secure, online vault for storing critical documents and information, such as your estate plan, insurance policies, income tax returns, passports and photos of valuable assets.
  • A method for tracking spending, resulting in a consistently clear understanding of your spending and saving over the last month, the last year or anywhere in between. It also provides a platform for categorizing spending which can help with budgeting and tax planning.

Contact Us to learn how WealthVision can help you take greater control of your financial future.