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Waddell & Reed Wealth Management Sites

Client Centered

This free personal wealth management site offers a window into our client’s financial world, where they can view up to date information on linked accounts, net worth, investments, spending, insurance, and more.

Using this tool, we work together with our clients to create their financial plan.  This interactive planning tool allows us to explore numerous possibilities. Our clients can keep track of important contracts, documents, goals, priorities, and monitor all of their accounts in one convenient place.  Also available on mobile devices, this secure resource helps our clients set alerts, track spending, and run reports on demand. If you are interested in setting up your own personal wealth management site, contact Caresse Vera by email at or by phone (619) 295-9930.

Login to your Personal Wealth Management Site