Welcome to The Wheelhouse
At GW Financial, Inc., we believe in empowering our clients with the tools and resources they need to achieve their financial goals. That's why we created The Wheelhouse, your one-stop portal for managing your financial journey.
What is The Wheelhouse?
The Wheelhouse is an intuitive, user-friendly platform designed to provide you with real-time access to your financial information, resources, and support. Whether you're tracking investments, planning for retirement, or managing your family's education expenses, The Wheelhouse puts everything you need at your fingertips.
Key Features
Real-Time Portfolio Access: View your portfolio's performance, asset allocation, and transaction history. Stay informed with up-to-date data and insights.
Document Vault: Securely store and access important documents such as financial plans, investment statements, tax documents, and more. The document vault ensures your information is organized and easily retrievable.
Financial Planning Tools: Utilize our suite of planning tools to model different financial scenarios, set goals, and track your progress. Whether you're planning for college expenses or retirement, these tools help you make informed decisions.
Communication Hub: Stay connected with your advisor through secure messaging. Schedule meetings, ask questions, and receive updates directly through the portal.
Educational Resources: Access a library of articles, videos, and webinars on various financial topics. Expand your knowledge and stay informed about the latest trends and strategies in financial planning.
Why Use The Wheelhouse?
Convenience: Access your financial information anytime, anywhere, from any device. The Wheelhouse is designed to fit seamlessly into your busy life.
Security: We prioritize your privacy and security. The Wheelhouse uses state-of-the-art encryption and security protocols to protect your data.
Transparency: Gain a clear and comprehensive view of your financial picture. The Wheelhouse provides transparency and clarity, helping you stay on top of your financial situation.
Collaboration: Work closely with your advisor to develop and implement your financial plan. The Wheelhouse fosters collaboration and communication, ensuring you receive the guidance and support you need.
How to Get Started
Getting started with The Wheelhouse is easy. Simply contact us to request access, and we'll set you up with your unique login credentials.
Once you're logged in, you'll have full access to all the features and tools The Wheelhouse has to offer.