We take the time to understand what you want out of life – for yourself and for your family.
We employ a comprehensive planning approach, combined with sophisticated technology, to work toward optimizing your results and help pursue your financial goals.
We have years of experience collaborating with clients like you. We believe your financial information should be organized, up-to-date, easy to understand and accessible to you whenever you want, wherever you are.
We understand that unexpected events and life changes can impact your dreams. We monitor and track your progress every day and adjust your financial plans along the way.
As your financial advocate, your success is our success.
What we do
Our planning process can help you pursue your financial dreams.
Xceed Wealth Management Group Financial Consultants start by helping you identify your goals and evaluate where you are relative to those goals.
We evaluate your options and recommend strategies to work toward getting you where you want to be.
We don’t stop there. We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to pursue your financial dreams.
How we do it
We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to pursue your goals.
Complete financial picture
We link all of your financial accounts for a complete and up-to-date view of your financial situation. Our analysis and recommendations are comprehensive and reflect current market conditions.
Deeper understanding, better recommendations
Our 360° view of your financial world can work toward improving your overall performance, minimizing the impact of debt and taxes, with a goal of enhancing your lifestyle. With your goals as the centerpiece of our process, we provide you with financial reports that clearly illustrate where you are now and how our recommendations can help you pursue your goals.
With a daily snapshot of your progress, we can alert and remind you of financial factors that may impact your ability to pursue your goals. This relieves you of organizational burdens, allowing you to focus your energies on what matters most in your life.
Our wealth management system provides both you and our team with a clear view of your financial progress. We can collaborate with you online at any time, no matter where you are.
What we provide
We make your life easier by providing unique services for staying organized, updated and prepared.
Personal Financial Website
Your Personal Financial Website serves as a secure, up-to-date window into your entire financial world – accessible to you at anytime from anywhere with an internet connection or from a mobile device. Unlike some other online financial systems, our system is non-transactional, so there’s never a—risk of someone conducting unwanted transactions on your behalf.
Accounts updated daily—All of your financial account balances updated daily and accessible in one place
Reports—Reflect your current account values and market changes
Alerts—Automatically notify you of significant changes in your accounts
iDOC—Secure storage facility for your financial documents and more
Updated net worth—Your net worth is calculated and updated daily
Awards manager—Access all of your important travel awards in one place