5.14.0 Coffre-fort à installer
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].
Vue d'ensemble
Marina Wealth est un logiciel de Logiciel gratuit dans la catégorie Affaires développé par Marina Wealth Advisors.
La dernière version de Marina Wealth est 5.14.0, publié sur 22/11/2025. Au départ, il a été ajouté à notre base de données sur 22/11/2025.
Marina Wealth s’exécute sur les systèmes d’exploitation suivants : iOS.
Utilisateurs de Marina Wealth a donné une cote de 5 étoiles sur 5.
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