Progress Wealth Management has a unique service model that was created with the needs of busy working professionals in mind.

We mainly work remotely and provide every client with a dashboard where all their accounts all linked so they can view their retirement plan, finances, investments, budget, estate plan, insurance, and tax plan all in one spot. This works well with the busy schedule our clients often have.

In addition, similar to a project management dashboard, every task we give you to work on will be displayed clearly so you won’t have to drive over to our office to know what should be at the top of your mind right now.

Since we understand that your free time may be limited, we’re happy to meet up with you whenever works. This may include nights, weekends, or early in the morning. We work with your schedule and don’t require you to work with ours.

Lastly, we take great pride in educating our clients on how our wealth management works. You’ll be able to clearly view your portfolio whenever you want and get simple explanations via email, calling, or by scheduling an appointment with us.