Black Diamond technology makes it easy for us to provide our clients with a branded experience of their finances. It offers our clients quick and convenient access to all of their financial investments and portfolios straight from their phone or computer.
Riskalyze financial technology helps us align your investment portfolio according to your specific risk tolerance. With the use of Riskalyze, we can review our clients’ current investment portfolio and calculate its risk number, driving a solid alignment between the client’s current risks, the risks they might be considering, and the ones they need.
Bloomberg tax planning technology accurately and efficiently projects each of our clients’ specific tax payments, capital gains, and more. This helps our clients continually minimize income taxes through the coming years.
With the use of Intuit Proconnect we can quickly request any of our client’s documents, check their tax status, make necessary modifications, all while providing them with a futuristic view of how they could expect their taxes to look like throughout the years.
FP Alpha allows us to conveniently speed up the financial planning process. This comprehensive wealth management tool allows us to identify the best financial plan for our clients. With the use of this specialized technology, we can cover many of our clients’ financial areas like Estate planning, Tax planning, identity theft, Elder care, Creditor Protection, Property Tax, Home Insurance, and more.
This highly efficient retirement education tool helps our clients get prepared for retirement. Right Capital allows us to present to each of clients the possible retirement scenarios depending on their current financial status and future goals.
Make the best of your investment portfolio with the use of our portfolio management tool by taking a detailed look at your alternative investment analytics, while we provide you with the best alternative investment experience.
For the past 15 years, Scott Marsh has been serving his clients to not only be financially independent, but to also thrive in whatever economic situation they are placed.