WealthVision

Comprehensive financial planning is an approach to planning that takes a comprehensive view of our client's financial picture, including insurance, investments, banking, and trust and estate planning. With comprehensive financial planning, Romero & Levin Wealth Management, Inc. aggregates assets onto one platform, from which we can plan and manage our client's wealth. The benefits of comprehensive wealth planning are that it allows the our firm to create more complete, comprehensive plans and, therefore, better serve our client.

Account aggregation is a process that updates liabilities and investment account balances and holdings on a nightly basis. The updated account information is automatically uploaded into a client's financial plan and can be used to identify issues and service clients proactively through advisor alerts and system generated recommendations. 

Security

The security of your data is our top priority. WealthVision is a secure technology to house your confidential information.  To learn about WealthVision security, click here to watch a WealthVision Security Video