Our Resources
Tools and resources to support your financial life. Access our latest insights here.
At De Maine Wealth Management, we strive to integrate the latest technologies as soon as they are available. For example, we are already finding ways to enhance our practice by incorporating artificial intelligence (AI) efficiencies into our processes.
We also support our clients with the following technology tools.
We support our clients with WealthVision, a comprehensive, online financial planning, budgeting and account aggregation software that provides a centralized view of your entire financial life. WealthVision consolidates your assets, documents, investment performance, reporting, estate plan and more into a secure portal view that provides a holistic overview of your entire financial life.
Maintaining an appropriate level of portfolio risk critical to your long-term financial success, which is why we chose to partner with Riskalyze. Riskalyze is a leading financial risk and investment management software program. This program helps us align your investment portfolio and financial planning strategies with your custom risk profile.
LPL Account View provides a secure digital platform where you can access your account information, track performance, view tax documents and monitor progress toward your financial goals – all from one intuitive hub that’s available via your desktop, smartphone or tablet 24 hours a day, seven days a week.
Key Account View features include:
- Real-time view of your total portfolio value and individual account balances
- Performance tracking with customizable time periods
- Secure access to statements, tax documents and up to seven years of account history
- Progress tracking toward your financial goals
- Paperless document delivery
- Mobile check deposit and ACH transfer capabilities
- Secure file sharing with your advisor
De Maine Wealth Management is an approved advisor under the Ramsey SmartVestor Pro program. This designation means we successfully follow Dave Ramsey’s core investing principles by emphasizing disciplined investing focused on long-term outcomes, avoiding high-risk strategies, and focusing on straightforward, no-nonsense advice. Being a SmartVestor Pro advisor means we are committed to helping clients make confident, informed decisions every step of the way.
