Interactive Wealth Management
Your Financial Navigator is our interactive wealth management portal designed for easy client access to your accounts. You’ll have the ability to link and view your investment accounts, bank accounts, credit cards, 401(k), insurance programs, and more, all in one spot. Account balances and activities are constantly updating to provide you the most up to date account information. Privacy settings allow you to control what you share with your financial advisor.
Our team at TWG will guide you through the tools and features of Your Financial Navigator such as the Organizer, Workshops, Budgeting, Reports, and the Vault (an online safe deposit box to store digital copies of valuable personal documents such as wills, trusts, passport information, photos, etc.).
Contact us today to get start using Your Financial Navigator and schedule a walk through of the website. It’s easy!