CONNECT

Address:

850 Cassatt Road, Suite 200
Berwyn, PA 19312

Phone:

(610) 727-4900

Fax/Other:

(610) 727-4929

Wealth Management Solution

How hard would it be to draw a picture of all of your family’s accounts, including where they are and what they are worth today?  Just think: your checking and savings accounts, your spouses checking and savings, joint bank accounts, IRA's, 401(k) retirement plans, individual brokerage accounts, trust accounts, college savings plans, credit cards, annuities, etc... it's a lot to keep track of.

Now add all of your other assets (like your cars, house, boat, jewelry, business, loans, etc.), all of your important documents, your income and your expenses.

Almost impossible to get it all on one page? Where would you have to go just to find the information you need?

We know how challenging it is just to create that picture (we do it all of the time for our clients), let alone keeping track of the changes when you don’t have time to stay on top of it.  This is why we create a secure personal financial homepage with all of your important information as part of our Personal CFO Services.

Features Include:

 

  • 24/7 access to all of your investment and banking accounts
  • Convenient storage of important documents such as Wills, Tax Returns, Business Agreements, etc.
  • Access to various reports and calculators which enable you to get a better understanding of your wealth
  • Daily updates on your net worth, portfolio allocations, cash flow models, college savings, etc.
  • All of this in a secured environment to protect your information!
     

If you would like to set an appointment for a personal walk-through of what your Personal Financial Homepage could look like, please give us a call at (610) 727-4900.

To log onto your Wealth Management Solution site (eMoney), please click on the Featured Links section and click on Wealth Management Solution Log On.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck