Carr Capital - Wealth Access

Features Carr Capital - Wealth Access

A clear and simple way for you to view your entire personal balance sheet from anywhere at anytime.
Here you can view your bank accounts, stocks, retirement funds and other investments, as well as your mortgage, credit card, and other loan balances to get an up-to-date picture of your net worth.
Also, you are able to track trends and manage your cash flow to help see exactly where your money is coming from and where it is going, with all of this data being updated daily.
Bring all of your assets and liabilities into one secure platform, giving yourself a safe and convenient one-stop-shop to view your entire financial picture.CARR CAPITAL APP FEATURES:View entire portfolio in real timeTrack and manage your cash flowsSimplified reporting and accessAccessible from anywhereMulti-generational wealth viewsAbility to store financial documents in a secure, digital vaultFully integrated with the industry’s leading financial planning systemsClient service team to assist in aggregation set-upPlease note that the Carr Capital App is for planning and investment clients of Carr Capital LLC only.
If you would like to meet with an advisor of Carr Capital and create a financial plan that tailors to your wants and needs, visit our website at carrcapitalllc.com or call our office (903-653-4792) today to schedule a visit.Advisory Services offered through Capital Asset Advisory Services, LLC, a registered investment advisor.