Wealth Tracker

Modern-Wealth, LLC welcomes you to take advantage of the innovative technology of Wealth Tracker. Learn how you can plan, set goals, and track you accomplishments with your private personalized and secure client site.

We are excited to announce the investment in this wealth management solution, available through Modern-Wealth, LLC.  It provides clients an enhanced service experience; both individual and corporate (as an employee benefit). The system tracks your success as you work together with your spouse and your advisor to develop and define financial goals, strategies and plans to increase your net worth.

 Client Login

 

Choose one of the links below and explore the 5 minute video to see if you too would like a personalized wealth tracker site.  Click the link below and then click to blue box to start the video.

 

What would happen if you could offer this system to your clients?  How could it benefit and enhance your practice?  Alliances are available to other business professionals; typical pairings include but are not limited to Attorney's and CPA's.

The system allows you to look at your total net worth: brokerage accounts, 401k plans, bank accounts, 529 plans, annuities, life insurance, CD's, long term care, real estate, and mortgage accounts, and more. This comprehensive view of your financial picture provides the foundation for decision making and planning. This solution provides a secure, web based platform that allows unparalleled collaboration between you and Modern Wealth as your advisor. It provides up-to-date financial information. This tool helps clients set financial goals and monitor progress towards goals.

As an additional benefit, on your personalized client site, you can organize all of your important files in the vault page. This will allow you to access any of your important or personal files at any time. This is the most comprehensive asset allocation source that will combine your joint access, 401/IRA, personal trading and managed money accounts.

 

Security

 I want it....client introduction brochure    Contact Modern-Wealth via fax or email to inquire about offering this program to you employees or establishing it for yourself.

Fee Schedule