Wealth Management System
Our technology offers you access, transparency and a way to organize all of your most important documents in one secure location.
You can access your personal website 24/7 via the web to see your entire financial picture—investment performance, asset allocation, insurance coverage, 401(k) and IRA balances, retirement income and more. And a special password-protected, firewall secured digital “vault” area allows you to store and have convenient access to digital copies of your wills, trusts, insurance policies and other important documents.
Our wealth management system offers easy collaboration between your financial advisor, attorneys and CPA, so that we are all literally on the same page. Business owners can easily see their business and personal finances in separate areas.
Investment Advisory Services offered through BCJ Capital Management, a (SEC) Registered Investment Adviser.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
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