BKM Wealth 5.14.0

BKM Wealth Management, LLC – Freeware – iOS
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BKM Wealth Management offers a mobile application that enables clients to access their financial information at their convenience. The app provides a streamlined interface for users to view critical aspects of their financial well-being, offering a comprehensive overview of their accounts.

Clients can assess their financial goals and priorities, ensuring that their plans remain current and aligned with their objectives. The platform also features secure document upload capabilities and facilitates direct communication with financial advisors, enhancing the client-advisor relationship.

For existing clients of BKM Wealth Management interested in utilizing this tool, contacting your financial advisor is recommended for further support. BKM Wealth Management, an SEC-registered investment advisory firm based in Brookfield, Wisconsin, operates under a fiduciary standard, prioritizing clients' best interests. The firm provides tailored financial planning and investment management services to a select clientele, along with consultation for 401(k) plan sponsors, focusing on making a positive impact on clients' lives.

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Dernière version
5.14.0

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