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Whitaker Wealth

This mobile app will allow you to view your account information, performance, balances, read the latest content written by our team of Financial Planners and Financial Coaches, along with access to easily contact your Advisor Team and their support staff

This mobile app will allow you to view your account information, performance, balances, read the latest content written by our team of Financial Planners and Financial Coaches, along with access to easily contact your Advisor Team and their support staff

Whitaker Wealth

by Whitaker-Myers Wealth Managers, Ltd.
Whitaker Wealth
Whitaker Wealth
Whitaker Wealth

What is it about?

This mobile app will allow you to view your account information, performance, balances, read the latest content written by our team of Financial Planners and Financial Coaches, along with access to easily contact your Advisor Team and their support staff. You'll love the great design and easy to understand reports within your client portal. If you're a client of Whitaker-Myers Wealth Managers download the app today!

Whitaker Wealth

App Details

Version
5.14.0
Rating
(2)
Size
37Mb
Genre
Finance Business
Last updated
September 11, 2024
Release date
June 11, 2023
More info

App Screenshots

Whitaker Wealth screenshot-0
Whitaker Wealth screenshot-1
Whitaker Wealth screenshot-2
Whitaker Wealth screenshot-3

App Store Description

This mobile app will allow you to view your account information, performance, balances, read the latest content written by our team of Financial Planners and Financial Coaches, along with access to easily contact your Advisor Team and their support staff. You'll love the great design and easy to understand reports within your client portal. If you're a client of Whitaker-Myers Wealth Managers download the app today!

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