We Provide a Comprehensive, Real Time Wealth Management Platform
The Solitude Client Portal – the 21st Century Method of Organizing your Finances. Every aspect, in one secure online place. From your computer to your phone to your iPad, you'll possess the ability to see transaction and balance sheet details, download critical documents, as well as see the Plans we create. More importantly, we can connect together online to answer even the most difficult of your questions. In real time, we will collaborate using your actual data to verify and test your choices in meeting your goals. Current, up-to-the-moment, actionable information is available to both of us, making dusty paper reports "so yesterday".