價格：免費
更新日期：2017-12-08
檔案大小：5.2 MB
目前版本：2.1
版本需求：需要 iOS 10 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
From Accumulation Wealth Partners, an independent Registered Investment Advisor based in San Diego, California that helps clients in the “Growth/Accumulation” phase of their lives. Informed investment and financial planning decisions made earlier in life, compound into financially attainable dreams later. We offer impactful and structured wealth management at a transparent price. We provide targeted financial advice and Comprehensive Wealth Management at a transparent cost (monthly retainer) to people in their accumulation phase of their lives.
- We are Accumulation focused and Technology Based
- We provide unbiased advice
-We believe Costs matter and a Monthly Retainer enables more people to get good advice
- We have expertise in working with
-Real estate professionals
-Young Professionals
-Newlyweds
-New Parents
Instead of just being someone's financial advisor, we become their thinking partner with regard to their financial life. We help young professionals and families desiring more leisure time in their lives and the end product we strive to deliver is to "Turn their weekdays into weekends.”
This app helps our clients provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your all of your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. With technology provided by Wealth Access, this dashboard provides data updated daily to track trends and manage your cash flow. Wealth Access' Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.
KEY WEALTH ACCESS FEATURES:
Wealth Access is the industry’s leading PFM designed for high net worth clients that includes:
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth views
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members
M Wealth Management, LLC DBA Accumulation Wealth Partners is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Accumulation Wealth Partners and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Accumulation Wealth Partners unless a client service agreement is in place.
支援平台：iPhone, iPad