Consolidated Wealth Management Group
Consolidated Wealth Management Group
What is the 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 with 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.
Let’s Talk
For more information about how we can help you build a financial plan and security to meet your goals, call or email us to schedule your no-obligation appointment.
Our Approach
A three-pronged approach of goal-setting, creative financial security planning, and continual monitoring helps your assets continue to grow and improve in value.
Our Team
With more than four decades of experience, the Brunette & Associates team of seasoned advisors is prepared to work with you on a creative plan that helps you pursue the life you envision.