New Product: WealthMate℠
Wilcox Investment's WealthMate℠ planner can be used to keep track of investors' financial resources and financial plan for future contributions to, and withdrawals from, their investment portfolio. Based on our research on the discretionary wealth approach to investing , it helps you understand how to create a financial plan linked to an appropriate asset allocation.
To find out more about the Wealthmate products please visit our Wealthmate.com website directly.
