Marina Wealth 5.14.0

Marina Wealth Advisors ❘ Freeware ❘
iOS

Última versión
5.14.0 Seguro para instalar

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Marina Wealth Advisors (MWA) is a fee-only financial planning and investment management firm catering to high net worth individuals. Our goal is to enable clients to focus on their personal lives and wealth growth by alleviating the burden of managing complex financial matters. MWA offers a team of experienced professionals who are committed to demonstrating unquestionable competence and capability, serving as your personal CFO.

The firm's mobile application provides clients with convenient access to their secure client portal. Users can review household and account information, monitor asset balances, analyze investment performance, assess the probability of financial plan success, view comprehensive balance sheets and net worth statements, track budgets, spending, and expenses, and communicate directly with their designated advisor.

Access to the app is available exclusively to existing MWA clients who have completed the necessary setup for portal access. For additional details about MWA’s services or to inquire about becoming a client, please contact us at [email protected].

Resumen

Marina Wealth es un software de Freeware en la categoría de Negocios desarrollado por Marina Wealth Advisors.

La última versión de Marina Wealth es 5.14.0, aparecido en 22/11/2025. Inicialmente fue agregado a nuestra base de datos en 22/11/2025.

Marina Wealth se ejecuta en los siguientes sistemas operativos: iOS.

Los usuarios de Marina Wealth le dio una calificación de 5 fuera de 5 estrellas.

Imágenes (click para ampliar)

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Última versión
5.14.0

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