WE HAVE EXCITING NEWS!!!

We are excited to announce the launch of the new Waddell & Reed Wealth Management Site powered by eMoney Advisor. Please let us take you on a quick tour to see how planning just got easier for you, the client.

Life In A Box

How We Work Together

This new software can provide an intuitive and interactive financial planning approach with our clients. We will provide you with your own website packed full of wonderful new features. The security of your data is so very important to us. Please see the video below.

Security Video

ACCESS YOUR ACCOUNT

 

We believe firmly that the financial planning process should be a comprehensive, practical, and life changing experience. We want to offer you a real world approach that is tailored for your unique values and goals.

 

PLEASE CONTACT US TODAY SO WE CAN START THE PURSUIT OF YOUR FINANCIAL FREEDOM!

 

Waddell & Reed offers comprehensive financial planning services in its capacity as a registered investment adviser.  You should contact your financial advisor or refer to the Waddell & Reed, Inc. Form ADV or Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.

 

 

Calculators