We utilize eMoney advisor as the technology platform for our financial planning clients. This allows us to provide you with on-line, up-to- date, comprehensive reporting called your Wealth Management system. The components of the Wealth Management System are your personal home page and the Vault.
This webpage provides a consolidated view of your entire financial world. It is secure and protected because it is just a reporting tool, not a transaction oriented webpage. Your accounts are updated daily and the page is accessible from any place you make your Internet connection.
The Vault is a secure online document storage facility. You have the ability to keep digital copies of important personal documents such as wills, passports, titles and insurance documents in a safe and easily accessible on-line location.
1 There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
2 Investing involves risk including loss of principal. No strategy assures success or protects against loss.