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Building a business can bring many rewards and many responsibilities, but success comes with a price. As a medical professional it’s often a struggle to balance the many different aspects of a busy life, Family, Employees, Education, so you turn to the financial specialist for advice on the issues that revolve around you and the financial issues they help you manage.

Since, most advisors services are independent of each other; it’s up to you to sort out of the ideas and recommendations. How can you keep track of everything you have when you are busy growing a thriving practice.

Do you know if your assets are working as hard as you are?

At Strategic Wealth Consulting Group our Wealth Management Solution is built specifically for the lifestyles of Medical Professionals, Business Owners, and Individuals which can bring order to your financial world. The system is designed to give you a consolidated view of your accounts, your important documents, your assets, your specific goals and strategic plans and your advisors contact information in one secure location.

We provide you with a personal financial website so you can view everything about your financial and estate planning needs in one place from either your desktop or on your mobile device.

Every night your balances will be automatically updated, changes in your assets and changes in your life, will be tracked against your overall asset allocation, retirement and cash flow models, insurance programs and your financial and estate plan. Your updated assets are integrated into reports so that you can monitor your progress against your overall financial objectives.

Our Wealth Management Solution also provides a secure online storage vault for your private documents, like Wills, Trusts, Tax returns, Deeds to your house, Insurance policies, Licenses, Beneficiary Designations, Memberships, you can even store photos and video and other meaningful memorabilia.

Of course, all the information is password protected in a secure encrypted personal web address back with the latest internet security technology available.

Your top holdings are easily accessible and a watch list allows you to monitor the price fluctuations of your investments throughout the day. You can even view the results of your awards programs.

It gives you one single access point for all your important financial details. Alerts automatically notifies your advisor of a problem or an opportunity like your asset allocation being out of balance or a significant change in your account balances

Your online access allows you and your Strategic Wealth Consulting Advisor to collaborate on any area of your financial investments. As your practice grows and your management of your financial affairs becomes more complex. Our wealth management solution can become your single access point to organize and track all your financial plans. You are just one click away, whenever you want it and wherever you are.