Using our web-based planning tool, Wealth eValuator™, our advisors work with you to build an action plan addressing areas most important to you. The Wealth eValuator™ system tracks the progress and illustrates the effect of different planning options. This easy-to-use financial planning and account aggregation platform helps our advisors assist you with financial, estate, retirement and business succession planning as well as assets allocation. 

Our Wealth eValuator system will help you manage your life and financial affairs by tracking all your investments, managing and creating essential reports, along with digitally storing important documents such as wills, deeds, insurance policies and property titles.  You can manage all of your financial information in one place.  Some of the features include:

• Access to a password-protected, secure site

• Track accounts online

• View updated balances daily

• Access personal assets anytime, anywhere

• Develop financial plans

• Experiment with financial goals and objectives

• Store documents in an encrypted online vault

Please be patient as the video takes approximately minute to load depending on your internet connection.

For more details, please contact us at 828-322-8210

1155 Southgate Corp Park SW • PO Box 3509 - Hickory, NC 28603 • Phone (828) 322-8210 or (888) 401K-ESP • Fax (828) 324-9664
Investment Advisory Services offered through Investment Advisor Representatives of Capital Concepts Financial Group, a Registered Investment Advisor.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of AK, AR, AZ, CA, FL, GA, IA, MD, MI, MS, NC, NM, NY, OH, PA, SC, TN, TX, VA, and, WY.

Cambridge and Capital Concepts are not affiliated.