Legacy Vault

Your secure, all-in-one financial dashboard, accounts, documents, planning tools, and exclusive resources in one place.

What you get access to

Financial Dashboard

Net worth, portfolio performance, asset allocation charts, and retirement projections, updated daily.

Document Vault

Estate plans, tax returns, insurance policies, and financial statements, encrypted and organized.

Account Aggregation

Link all your bank accounts, 401(k)s, IRAs, and brokerage accounts for a complete financial picture.

Exclusive Content

Client-only e-books, market commentary videos, planning guides, and educational resources.

Bank-Level Security

256-bit encryption, multi-factor authentication, and SOC 2 compliance.

Household View

Couples see their full financial picture together, shared accounts, individual accounts, and combined projections.

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Reviews are voluntarily provided and not compensated. They may not be representative of all client experiences. Past performance and client satisfaction do not guarantee future results. Advisory services offered through Wealth Watch Advisors, Inc., a registered investment adviser.