Fee-only, SEC Registered Investment Advisers
If you need assistance accessing your client portal(s), please contact our office.
Review your holdings, portfolio performance, WBC newsletters, and view your invoices.
Achieve a comprehensive financial picture with this essential tool in your financial planning process. Design your budget, connect bank and credit cards to track expenses, share sensitive documents with your adviser, and more.
Consider a Financial Caretaking Plan
This enables us to help you prepare for transition of financial management to your financial caretaker(s). If portions of the questionnaire are not applicable, that’s ok! We can work on this report together to reflect your plans.
A Financial Caretaking Plan outlines the steps you take to transfer bill paying, investment management, estate planning, and tasks you need to complete to prepare for the day you can no longer manage finances on your own.