Financial Tools and Access at Your Fingertips
As Your Family CFO, we provide you with 24/7 access to your overall lifelong financial strategy. We know life is complex. As such, our focus remains on providing our clients with a simpler, yet comprehensive experience.
The Buttonwood Portal offers both webpage as well as a mobile app and focuses on historical information: Account values, performance reports, transaction activity (dividends, interest, purchases, sales) and more. The Buttonwood Portal takes all data from will feed into BWMS.
Buttonwood Wealth Management Solution (BWMS) is our fully comprehensive, forward looking financial planning / tracking service. Through BWMS, you can view, in aggregate, your financial assets and how they are working together.