Broker Check

Jim Lewis, AAMS®

Wealth Advisor

About eMoney

eMoney is an easy-to-use, web-based, comprehensive financial planning and account aggregation platform. Our Wealth Management system is designed to give you a single access point to securely view all of your:

  • Financial Accounts
  • Tax and Legal Documents
  • Insurance Coverages
  • Specific Goals
  • Strategic Plans

You are always up to date and organized. Keep up to date with powerful analysis tools that track changes in your assets and changes in your life based on your:

  • Overall Asset Allocation
  • Retirement and Cash-Flow Models
  • Insurance Programs
  • Financial Estate Plans