Total Wealth SolutionTake Control of Your Financial WorldConnect all your accounts and information in one secure site!View Introductory Video (2 min.15 sec.) Total Wealth Solution is a personal finance portal available free of charge to our valued clients. Total Wealth Solution is a cutting edge technology developed to provide you with an interactive wealth management tool. In the past, people have completed financial plans which reflect their financial situation at a particular point in time. Knowing that life is changing, we can now use a system which tracks and monitors your financial plan on a daily basis.The available services built into Total Wealth Solution include:24 hour access to your personal website and financial informationAccount ConnectionsAlerts to let us know of important changes in your accountsOnline Vault for storing documentsFrequent flyer account mileage tracking systemMobile account web accessWe strive to provide knowledgeable and strategic advice, to ensure our clients can make informed investment and lifestyle decisions. Total Wealth Solution is a personalized planning tool and will assist us in making these decisions, by maintaining up-to-date and accurate financial information.