Get a Pulse on Your Personal Financial Situation

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Wealth Management Oversight™ is a financial technology solution that enables you, as a consumer, to better understand and control your personal financial situation.

Take Control of Your Financial Future

View your entire financial picture through our patent pending WMOdashboard™ technology.

Easily Identify Deficiencies in Your Financial Life

Through our integrated Objective Second Opinion™, you are presented with a set of observations which prompt action where necessary to resolve any identified deficiencies.

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