Wealth Management System


Manage Everything Together

Your Wealth Management System, or Personal Financial Website (PFW), is a single place to aggregate, view, and plan your finances. With success can come increased financial complexity Рyour PFW will help you keep everything organized. And with unique planning workshop modules and educational resources, you can see how decisions will affect your financial future.

To request access to the Wealth Management System, please contact your advisor.

Wealth Management System Guides

A Guide to Getting Started

Getting Started Checklist

The Organizer

Connecting All Your Accounts

Understanding Data Aggregation

Data Security

Setting Goals

Spending Overview

Investments Overview

Setting Alerts

Vault Overview & Checklist


Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC, in Utah, AXA Network Insurance Agency of Utah, LLC, and in Puerto Rico as AXA Network of Puerto Rico, Inc. AXA Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.

Wealth Management Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or its affiliates.

PPG-144565 (4/19) (Exp. 4/23)

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