FEATURED SERVICES
Wealth Management Website & Presentation
Looking for an innovative experience in comprehensive financial planning? My web-based financial and wealth-planning system provides a daily update, 360 degree view of a client’s portfolio, as well as features and functions that enable more holistic financial planning and concierge-level servicing of a client’s needs. This powerful software enables me to present dynamic and compelling financial plans, proactively manage client relationships and aggressively manage their financial assets. The web-based financial planning system not only strengthens the advisor/client relationship, but also promotes the development of customized strategies.
RESOURCES
1Planning Center
Unlimited scenario planning and “what if” contingency analysis
2Retirement Income Tool
Cash flow analysis of income versus expenses
3Asset Allocation
Review accounts individually, by sub-category or aggregate all assets into one portfolio
4Vault
Store valuable documentation on an encrypted platform with the ability to view and print
5Financial Connections
Assets / Liabilities linked and updated daily. Manual inputs available for assets without online access
6Awards Manager
Keep track of your frequent flyer miles, hotel points and credit card points
USPNY Private Wealth Management is an assumed business name for Crystal Wealth Management Inc. Securities and Advisory Services offered through Private Client Services, LLC.
©2022 PETER TOPPING, CFP®, CHFC®
All Rights Reserved