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           Building Relationships That Go Beyond Investment Advice

Wealth Vision PDF Print

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WSG clients and their families know they can look to us for some of the most powerful financial software in the industry. The innovative WealthVision system will help bring your financial picture to life and eliminate the hassle of missing pieces. This exclusive technology provides three convenient services—all built into one personal website


1 l  Monitor Your Finances

There is no mistaking the headache that comes with trying to monitor your finances across multiple channels. That is why our team is pleased to offer a single, secure location where you can access your accounts, assets, and insurance policies. WealthVision℠ is a personal website designed to give you a clear picture of your bottom line, no matter where you are or where your assets sit. Each secure website consolidates and updates the balances of all your assets and liabilities, including those held elsewhere, on a daily basis. Customized reporting tools (paper-based and electronic) that reflect everything from your bank accounts to investment funds are right at your fingertips 24/7.



2 l  "What-if" Scenario Planning 

This in-depth tool allows you to explore your options based on a single objective or event, such as early retirement, purchasing a vacation home, or even unexpected disability.  Without this tool, it may be difficult for you to know whether your assets are in the most productive place.  Scenario planning also helps you discover cash flow projections and different retirement models that make sense for you. You can even categorize your spending, which can help with budgeting and tax planning. Whether you are looking to pay for college expenses or for retirement, this tool will open your eyes to how today’s decisions will impact your tomorrow.


3 l  Protect Important Documents

We all have critical documents that are not always accessible or organized when we need them most. With the online vault by WealthVision℠, you can rest assured that your insurance policies, income tax returns, passports, estate planning documents and property deeds are all in one place. You can even include cherished family pictures and photos of your valuables. This vault allows you to upload and access your documents from a computer, tablet or smart phone.


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CONTACT US to learn how WealthVisionSM can help you gain greater control over your financial future. 




WealthVision℠ offers you a secure, encrypted location where your financial data is consolidated into one clear picture of you.  

Whether you want to access your portfolio or a copy of your most recent estate plan, you can look for it all in one place.

See it in action by clicking on the video player below. 



1LIfe in a Box


 The security of your data is our top priority.  Download the Security Factsheet.  


WV System Security FactSheet