WealthLink

Waddell & Reed WealthLink is your personal portal providing a holistic view of your financial life in one secure location.

It’s a collaborative venue where we can share financial information and define and update your goals while developing strategies to pursue those goals.

EXPLORE, GET ORGANIZED & KEEP UP TO DATE

What can the WealthLink do for you?

It can help you establish budgets and maintain spending; determine and monitor your net worth; and allow you and I to establish, monitor and update your goals. In short, it’s a personal website that uses sophisticated technology to offer you a consolidated view of your financial life in one secure location.

Contact us today to learn more about how WealthLink can help you pursue your financial goals.

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