BKM Wealth
View accounts, track goals, manage finances
BKM Wealth Management, LLC
iPhone Screenshots
Description
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
BKM Wealth Management's mobile app allows clients anytime access to their finances. You can easily view the most important parts of your financial life. Connect and view your accounts for an organized view of your complete financial picture. Review your financial goals and priorities to ensure that your plan is always up to date. You can also securely upload documents and communicate with your financial advisor. If you are a client of BKM Wealth Management and would like to discuss access to this tool, please contact your financial advisor. BKM Wealth Management is an SEC registered investment advisory firm based in Brookfield, Wisconsin. BKM serves clients as their fiduciary, putting their best interests first. They provide financial planning and investment management to a select group of clients, and serve as consultants to 401(k) plan sponsors. Financial advisors whose mission is to positively impact lives. www.bkmwm.com