Wealth Management Services You May Not Know Elmwood Provided…

Posted on Oct 26, 2015

We draft a formal financial plan for all clients and update it annually, but we also have a separate financial planning portal where you can check on your plan at any time to see exactly where you stand! In order to help you understand your investment holdings, we provide clients with a software whereby you can link and consolidate outside investment accounts into our financial planning software. This helps us provide comprehensive planning and investment guidance even on assets that we do not actively manage in house. We’ve adopted a new tool called ‘Yodlee’ which enables us to help...

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