Broker Check

WealthVision℠ Management

Like most people, you continually strive to make smart decisions, like those that have led to the success you enjoy today. Financial success has brought you many things, including the responsibility of managing it. The fact is, the more wealth you have, the more time and knowledge it takes to protect it. So you turn to specialists for advice on the issues that revolve around your financial circumstances.

You may want to ask yourself:

  • Are my assets in the most productive place?
  • Is my trust and estate plan current?
  • Am I meeting my financial goals?
  • Is my retirement plan on track?

Since most advisors offer services independent of each other, it’s up to you to sort out all of their ideas and recommendations. As your wealth grows, life doesn’t get simpler, it gets more complex. This is where Don P. Quint & Associates can not only create your wealth management plan but also assist you in continuing to update and make recommendations in order to keep your goals and objectives on track utilizing WealthVision℠.

WealthVision℠ can become your “single secure access point” to consolidate and track your financial data in one protected location. The future of wealth management is here. You’re just a click away from everything you need, all in one place, whenever you want it, from wherever you are.

Making Things Simpler and Secure….
WealthVision℠ is designed to consolidate all of your accounts, assets and information into one secure location, making your personal financial life easier. In your personal financial homepage, you can view everything about your financial and estate plan in one place. All your information is password protected in a secure, encrypted personal web address, accessible only to you and Don P. Quint & Associates. Every night, the system automatically updates your balances to reflect the values provided by your financial institutions. Your updated assets are integrated into various reports so that you can monitor their progress in reference to your overall financial objectives.

Powerful analysis engines allow WealthVision℠ to track changes in your assets, and changes in your life, against your overall asset allocation. This tracking capability includes retirement and cash flow models, insurance programs and the financial and estate plans that you initially put in place.

  • Copies of your private documents, such as wills, trusts, tax returns, deeds to real estate, insurance policies, and beneficiary designations can be uploaded to a secure online depository, safely encrypted but instantly available anywhere an Internet connection is available.
  • You can monitor the price fluctuations of your securities throughout the day by clicking on the Security Watch List.
  • The system automatically alerts our office if it detects a problem or an opportunity, like your asset allocation being out of balance or a significant change in your account values.