Total Wealth Solution

Take Control of Your Financial World

Connect 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 information
Account Connections
Alerts to let us know of important changes in your accounts
Online Vault for storing documents
Frequent flyer account mileage tracking system
Mobile account web access

We 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.