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Everyone
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About this app

The Flourish Wealth Management mobile app will help you keep all of your financial information at your fingertips while at home or on the go. You can view real-time account information including your investment holdings, performance, Flourish quarterly statements, and financial planning tools.

If you haven’t setup online client portal access, or do not remember your login information, please reach out to your team at info@flourishwm.com.

Flourish Wealth Management is an independent, fee-only, wealth management firm that provides hands-on expertise focused solely on the best interest of our clients. With a proactive approach to comprehensive planning and highly personal relationships we foster confidence and trust and provide our clients with tools to Flourish!

Learn more about Flourish at: flourishwealthmanagement.com
Updated on
Oct 19, 2021

Data safety

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What's new

The Flourish Wealth Management mobile app will help you keep all of your financial information at your fingertips while at home or on the go. You can view real-time account information including your investment holdings, performance, Flourish quarterly statements, and financial planning tools.