CONSOLIDATED WEALTH MANAGEMENT GROUP
Consolidated Wealth Management Group is a personal website and management center designed to help you better manage your finances. We provide our clients a username and password, affording access to a tailored website intended to help you clarify and achieve your financial goals.
Also included are additional financial management tools to assist in organizing and attaining your goals. This includes access to a digital vault that will help store and protect important documents, such as estate or tax documents, and interactive workshops showing how your investment and savings decisions today can affect your cash flow in retirement.
Brunette & Associates strives to provide the best strategic advice available to ensure our clients make informed investment and lifestyle decisions. This personalized planning tool will assist you and your advisor in making decisions with up-to-date and accurate financial information.
Some of the available services include:
- Personal website with 24-hour access to all your financial information
- Connections for accounts held away
- Alerts to let us know of important changes in your accounts
- Online Vault for storing documents
- Mobile account access
If you would like to sign up for our Consolidated Wealth Management Group service or speak to a representative, please contact us.