WealthLink is our web-based personal financial management application that we use for financial planning.  It includes a client-facing portal through which you can access and track all of your accounts - even your assets, liabilities, policies, etc. beyond the funds that we help manage.  

Initial access is obtained by us emailing an invitation to you with a link to register.  If you have not yet received this and would like to receive the link, then contact Griffin at gschroeter@wradvisors.com.

In order to access WealthLink, you'll need a User ID and Password. If you have previously accepted the initial invitation sent to you and registered but don't know your user id or password, then you can email gschroeter@wradvisors.com for help receiving or recovering them. Alternatively, you can press the Forgot Your Password button on the initial WealthLink login page. Then your information will be emailed to you.