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.