WealthVision℠

A Personal Financial Homepage for Clients of Collier Wealth Management

Consolidate all of your accounts, assets and information in one secure location.

  • Simplified viewing of everything about your financial and estate plan in one place.
  • All information is password protected in a secure, encrypted personal web address 
  • Nightly system updates reflect the values provided by your financial institutions
  • Updated values are integrated into various reports allowing you to monitor your progress.

Safeguard Important Documents

Copies of your private documents can be uploaded to a secure online depository, safely encrypted but instantly available from any internet accessible location.

  • Estate planning documents (Wills, trusts, etc.)
  • Tax returns
  • Real estate records Home records (Deeds, appraisals, etc.)
  • Insurance policies and beneficiary designations 
  • Personal documents (Birth Certificates, health records, etc.)
  • Your also have a rewards page that provides you easy accessibility to your frequent flier miles and award programs.

Monitor Your Financial Life

  • The latest financial news is also provided with snapshots of funds and stocks, market summary information and the market indices.
  • You may collaborate with multiple advisors from different locations at the same time. The Collier Wealth Management team can give other trusted advisors, such as lawyers and accountants, access to designated areas of your Personal Financial Home Page if you desire. This interactive collaboration approach focuses the team on your financial future.
  • The system automatically alerts your financial advisor if it detects a problem or an opportunity, like your asset allocation being out of balance or a significant change in your account values.
  • You and the Collier Wealth team will always be aware of your financial status, no matter where you are.

 

Securities, Insurance products and advisory services are offered by LPL Financial and its affiliates, Member FINRA/SIPC and a registered investment advisor.  No information on this website is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security.  Registered Representatives of LPL Financial whose identities and associations with Collier Wealth Management, Inc. disclosed on this site may only discuss securities or transact business with persons who are residents of the following states:  AK, AL, AR, CA, FL, GA, IL, IN, KY, NC, OH, PA, MD, RI, TN, TX, VA