RIA Technology

My clients receive professional investment and portfolio management using the following technologies:

Berenz Wealth Portal – This personalized web portal is powered by a 3rd party called Right Capital which Berenz Wealth Management pays to utilize.  The portal captures your complete financial picture in an easy to navigate dashboard.  In a glance, you will be able to see in real time all your accounts both managed by BWM and those that are not managed by BWM, such as your 401K or bank CD.  In addition, you can add your real estate, bank accounts, and other assets and liabilities.  The portal allows a place for you to securely store your financial plan, will, taxes, etc.  It really does take one’s complex financial picture and make it simple.  The portal is also utilized for your financial plans.

Right Capital Financial Planning Software – Our financial plans are developed with this industry leading technology.  Right Capital offers a number of complete financial models that allow us to plan for a number of our clients’ challenges (college, retirement, etc). 

Custodian – Our clients have their accounts held at Charles Schwab.  This allows them all the tools, resources, and services that Charles Schwab offers.  In addition, the custodian setup provides another layer of business continuity and account transparency.

Other tools – In addition, BWM uses a number of professional portfolio management tools and research sites.  These include, but are not limited to, Morningstar, Ycharts Professional, Zacks, and Forefield Advisors.

Companies and Custodians listed above are independent and are in no way affiliated with Brian Berenz or Berenz Wealth Management, LLC.