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WealthVisionSM is designed to consolidate all of your accounts, assets, and information into one secure location, making your personal financial life easier to manage. On your personal financial Home Page, you can view everything about your financial and estate plan in one place.

Using a single access point, WealthVisionSM allows you to securely view all of your:

  • Financial Accounts
  • Tax and Legal Documents
  • Specific Goals
  • Strategic Plans
  • Insurance Coverage

An Integrated Solution

All your information is password protected in a secure, encrypted, personal web address, easily accessible only to you and your advisors.

Your assets are integrated into various reports so that you can monitor their progress in reference to your overall financial objectives. Keep up to date with powerful analysis tools that track changes in your assets and changes in your life based on your:

  • Overall Asset Allocation
  • Overall Asset Allocation
  • Retirement and Cash-flow Models
  • Insurance Programs
  • Financial and Estate Plans

Safeguard Important Documents

Copies of your private documents can be uploaded to a secure online depository, safely encrypted but instantly available anywhere an internet connection is available. Documents often uploaded include:

  • Wills
  • Trusts
  • Tax Returns
  • Deeds to Real Estate
  • Insurance Policies
  • Beneficiary Designations

Also, your top holdings are listed on your Home Page, easily accessible, along with your frequent flier miles and reward programs.

Monitor Your Financial Life

  • Monitor price fluctuations of your securities throughout the day by clicking on the Security Watch List.
  • Get the latest financial news with snapshots of funds and stocks, market summary information, and the market indices.
  • Collaborate with multiple advisors from different locations at the same time. Your financial advisor can give your other trusted advisors, such as lawyers and accountants, access to designated areas of your Personal Financial Home Page, if you desire.
  • System automatically alerts your financial advisor if it detects an opportunity or a problem, like your asset allocation being out of balance or a significant change in your account values. You and your advisors will always be aware of your financial status, no matter where you are.

Financial Services

It’s important to have a relationship with an LPL Financial Advisor you can trust – one who provides consultative advice and understands your needs.

Menu Of Services

The Financial Consultants at Wealth Management at Hudson Valley Credit Union have what you need for every planning purpose, including:

  • Portfolio Review
  • Retirement Planning
  • Income Planning
  • Wealth Accumulation
  • Long-Term Planning
Learn more

Financial Consultants

Our experienced Financial Consultants have access to a complete array of financial products and planning services, all tailored to your unique situation. They are:

  • Available in every branch location, by appointment
  • Your local resource for comprehensive financial guidance
Learn more

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