WEALTH MANAGEMENT SOLUTIONS (WMS)

Organize

- All your financial accounts and information

Simplify

- See everything in one place

Up To Date

- Your accounts updated daily

Monitor

- Track your financial progress

Store

- All your valuable documents

Access

- 24/7 private access

Bottom Line

- View your net worth everyday

Secure

- Highest security protection

As your wealth grows, life doesn't get simpler; it gets more complex. What if you could organize all of your advisers and assets and consolidate them in the same place at the same time? A place where you could review all your financial accounts, copies of tax and legal documents, and specific goals and strategic plans--updated and organized, accessible whenever you want it?

Now you can, with the Wealth Management Solution from Eagle Strategies. Your single access point to consolidate and track your financial data in your Personal Financial Homepage.

personal financial

DOUGLAS J. LAMBERT, MBA, CFP®, CHFC®
10885 NE 4TH STREET, SUITE 1400, BELLEVUE, WA 98004
O: 425.462.4931 | C: 425.283. 2602 | F: 425.462.4816
DLAMBERT@EAGLESTRATEGIES.COM