Adam’s True Wealth App provides a clear, complete way to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions, track current portfolio holdings and dividend payments received, while leveraging the ability to update your information on the go. The True Wealth dashboard provides data updated daily to track trends and manage your cash flow.
True Wealth allows you to view your entire financial picture at once. In addition to your investment accounts, you can add your other financial accounts (assets and liabilities) to assist in tracking the growth of your total net worth over time. Accounts come in two varieties, those that are accessible online that you will establish a link for, and those that you can manually add. Online accounts will be your bank accounts, mortgage, credit cards, etc. Manually added will be your home, land, personal property, etc. All the accounts that are managed by Adams Wealth will already be included.
KEY FEATURES:
-View entire portfolio in real time
-Accessible from anywhere
-Ability to store financial documents in a secure, digital vault
-Shareable with Bankers, Accountants, Lawyers, and Family Members
True wealth is powered by Wealth Access. To learn how Wealth Access protects your privacy, please visit http://www.wealthaccess.com/wp-content/uploads/2015/11/Privacy-Policy.pdf
Adams Wealth Management is a registered investment adviser located in Logan, Utah. Accordingly, the publication of Adams Wealth Management’s App should not be construed by any consumer and/or prospective client as Adams Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation. Any subsequent, direct communication by Adams Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Adams Wealth Management, please contact the state securities regulators for those states in which Adams Wealth Management maintains a registration filing. A copy of Adams Wealth Management’s current written disclosure statement discussing Adams Wealth Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Adams Wealth Management upon written request. Adams Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Adams Wealth Management’s App or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This App and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This App and information are not intended to provide investment, tax, or legal advice.