Quartz Wealth Dashboard

Take Control of Your Financial Life

Take Control of Your Financial Life

Now you can see everything you own, all in one place. A private and secure location where your data is consolidated into one clear picture of you.

Your personalized Wealth Dashboard makes getting organized simple. It's easy to connect with everything and everyone that's important to you.

Keep Your Finances on Course

Keep Your Finances on Course

Each day your balance is recalculated to keep you up to date as your account values change.

To help you stay on track you can create a monthly budget, understand your spending habits, and monitor your progress. You can see your bottom line at any time.

Automatic alerts track changes in your account. If there's a problem or an opportunity, you’ll know about it. All your data is available anytime on any device.

Collaboratively Visualize and Test Alternatives

Collaboratively Visualize and Test Alternatives

Planning for the future can feel overwhelming – but with financial advice and technology backing your decisions, it doesn't have to be. We'll work together to evaluate your goals and create a custom plan focused on helping you reach them. And because life is always changing, your plan should be dynamic as well.

Our interactive, smart-technology allows us to explore what-if scenarios to help you understand how potential changes could impact your goals, giving you the insight you need to make more informed decisions about your financial future.

You'll be able to see the projected impact of your financial decisions on your goals in real-time so you can visualize how each piece of your financial puzzle fits together.

Simplify Your Finances and Spend More Time on What’s Important

We can help address the complexity of managing your finances. Combining our heritage and culture of family-focused services with leading-edge technology, we strive to help our clients enjoy the life they’ve created.

If you are a client and have not yet activated your personalized Wealth Dashboard, call or email us today to request your private registration code.

If you are not yet part of the Quartz Family, we encourage you to explore how our individualized focus and personalized care could enhance your financial life. Call or email us today to request a confidential, no-obligation consultation.

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