Explore, get organized, and keep up-to-date.
WealthLink is your personal website for organizing and simplifying your financial life in one secure location, accessible virtually anytime, anywhere. It’s an interactive experience where we can share financial information, define your goals and work together to develop strategies to meet those goals.
Work towards your goals with an all-inclusive suite of tools, features and data.
WealthLink allows you to:
- View bank and investment account balances
- Establish budgets and monitor spending
- Determine and monitor your net worth
- Establish alerts regarding changes to your financial life
- Utilize interactive workshops and goal-setting functionality
- Upload important financial documents to a secure Vault
Secure your personal and financial information with sophisticated technology.
Safeguarding your data is my highest priority. Advanced security features keep your information safe:
- Password protection protocols
- Highest encryption levels available
- Virus and malware protection
- Routine security testing
Contact me to begin your WealthLink digital experience, and take the first step towards achieving your financial goals.