Client Access
Welcome to your client access point with Envision Wealth Strategies
Welcome to your secure access point with Envision Wealth Strategies.
Here, you can share important details, schedule your next conversation, and access trusted resources — all designed to keep your financial plan moving forward with clarity and confidence.
Returning Clients
Your life evolves and so should your financial strategy.
Book time with us to:
Review your portfolio and performance
Update us on life changes that may affect your plan
Revisit your goals and make any needed adjustments
Access Your Statements
These official sites offer secure, verified information about your accounts and investor protections:
Wove (Account Summary): Visit WOVE
Cambridge Wealthscape: Visit Cambridge Wealthscape
Fidelity (AssetMark): Visit Fidelity
Nest 529: Visit Nest 529
To gain access or if you experience issues, please reach out to us via phone at 402-932-4294 or amy@envisionwealthstrategy.com. For first time users two emails will be sent for your Wealth Reporting and Insights (WRI) access.
Download Your Free Resources
