Staying informed about your finances is very important. It's your money after all. When major life changes happen, they can start to affect your financial health. You may need to take action or at a minimum consult with your Wealth Manager. If your investments become out of sync with your changed situation, you may be risking your family's financial well-being.
So, how can you keep up with your investments, and collaborate with your Wealth Manager on a regular basis? The first step is to book an appointment. Although we develop and maintain an ongoing, customized plan which is suitable to your needs and situation, it is always a good idea to take the initiative to communicate major life changes to your Wealth Manager. One example is updating your beneficiary information. As changes happen in your life, it is critical that we are kept informed of changes. Our goal is to ensure we participate with you in an active two-way relationship.
Please use the following resources to stay up to date with your accounts, and as always, feel free to contact us with any questions, or to discuss your concerns.
Access your eMoney personal website, document vault, & view accounts
Access your Pershing account or statements