We are an independent financial planning and wealth management firm based in Bakersfield, California. For more than 20 years we have been serving as a trusted advisor for successful individuals, families and businesses, primarily in the Kern County area. Our job is to protect your lifestyle after you stop working.... - More info on Trovato Wealth Manag...

Transform your financial landscape with our comprehensive app.  · Effortlessly aggregate your assets and liabilities to gain a holistic view of your wealth.  · Experience the ease and convenience to manage and track your expenses, propelling you toward a work-optional lifestyle. · Embrace the journey to generational wealth with intuitive tools and personalized insights, all in one power... - More info on Endurance Wealth Par...

This app provides access to the Client Portal for clients of JVL Wealth Strategies. - More info on JVL Wealth...

Master Money. Live Free. Build A Legacy. We’re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same. WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do! The app is part of a proven money mastery triad: 1) True Wealth Formula book availabl... - More info on Wealth-Builder...

Plante Moran Wealth provides Plante Moran Financial Advisors (PMFA) clients on-demand access to investment portfolio information. Plante Moran Wealth is exclusively for clients of PMFA and requires authorized access using a user ID and password. If you’re interested in access, and are a current PMFA client, reach out to your relationship manager to get started. If you’re not a current client,... - More info on Plante Moran Wealth...

The Concentrum Wealth mobile app enables clients to access portfolio information with ease. Account values, activity summaries, allocation, performance, and more are now at your fingertips. Concentrum’s Wealth Management service isn’t just about your money. It’s about your life, your goals, your vision, your future. Concentrum Wealth works hard to build a relationship with our clients. We fo... - More info on Concentrum Wealth...

With over 2,000 verses about money and possessions, the Bible has a lot to say about how we should manage our finances. The FaithFi app helps you integrate your faith with your finances by combining an easy to use budget system with incredible resources to help you learn what the Bible has to say about managing money. Some of the features include: - Three different ways to manage money 1. Env... - More info on FaithFi: Faith & Fin...

The Focus Partners Wealth Client Portal helps keep you connected to your wealth advisor and your financial life—anytime, anywhere. View accounts, message your team, exchange documents securely, stay on top of tasks, and monitor the progress of your long-term plan in one trusted place. Key Features: · Log in to view account information · Direct messaging with your advisory team · Secure do... - More info on Focus Partners Wealt...