Broker Check

Personal Wealth Management Site

The Waddell & Reed WealthLink is your personal and customizable portal that uses sophisticated technology to offer you a consolidated view of your financial life in one secure location:

It’s a collaborative venue where we can define and update your goals while developing strategies to pursue those goals. 

  • Establish budgets

  • Maintain spending

  • Determine and monitor your net worth                   

  • Store important documents

  • Track your personal bank accounts and investments, no matter where they are

  • Work directly with your advisor