Marina Wealth

Marina Wealth Advisors

About this app

Marina Wealth Advisors (MWA) is a fee-only financial planning and investment management firm for high net worth individuals. You want to spend time with family and create more wealth – we’re here to take the stress of managing your investments and financial life off your hands. You deserve experienced advisors that are unquestionably competent and capable. We are your personal CFO. This mobile app gives clients of MWA the ability to access their client portal on their mobile device. Clients can view household and account information, view asset balances, see performance of investment accounts, view the probability of success of their financial plan, view their full balance sheet and net worth statement, check their budget, spending, and expenses, and easily contact their lead advisor. Access to the mobile app requires users to be a client of MWA and to be set up previously with MWA Client Portal access. For more information about MWA or to inquire about becoming a client of MWA’s planning and investment management services, contact us at [e-mail].

What's new

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature