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Our online wealth management tool allows us to securely store and easily update information on all of your financial accounts. The system will allow you to view consolidated, aggregated financial reports at any time from your own computer, and allow us to ensure all assets are included in your wealth plan. Also included is your own private vault for storing copies of important documents and family photos. Since back-ups of all information in your vault are stored at several locations, you can feel safe knowing that if something happens to your home, copies of your vital records are safe and easily accessible in your private online vault.
Please note: In order to access the On-line Wealth Management Tool, you must be assigned a username and password by Gregory Advisors Inc. If you have not received a username and/or password and are interested in learning more about the system, please contact us at firstname.lastname@example.org or 714-372-2299.
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