Wealth View

Introducing Wealth View

Wealth View is a unique online portal where all of your important financial information can be consolidated in one place and updated daily. That up-to-date information is then coordinated with your financial plan. Using the latest in data aggregation and secure online storage, Wealth View can make your life easier and also allow for SWC to have a deeper insight into your financial picture and offer more proactive advice. You can also authorize loved ones access to your personal information in a time of crisis.

In summary, Wealth View offers:

  • Account Aggregation - A single online portal to all of your financial information including your mortgage, retirement accounts, credit cards and rewards programs in addition to your accounts managed by SWC.
  • The Vault - A private and secure place to store your important financial documents including tax returns, legal documents, copies of passports and driver’s licenses and treasured photos, videos or sound files.
  • A Continually Updated Financial Plan - When the value of your assets change, the information is updated automatically keeping your plan up-to-date and enabling your advisor to provide proactive advice and timely feedback.
Click Here to Access Wealth View
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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of IN and KY. Fixed insurance offered through Strothman Wealth Care. Cambridge and Strothman Wealth Care are not affiliated. Cambridge and Strothman+Co are not affiliated. Cambridge does not offer tax services.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.

Strothman Wealth Care A Division of Strothman+Co 325 West Main Street 1600 Waterfront Plaza, Louisville, KY 40202