Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
To view your OneView Wealth Report through a secure weblink:
1) If you are a RETURNING USER and have logged in to One View before, please click the blue hyperlink above and be ready with your One View user name and password.
2) If you are a FIRST TIME USER, please: 1) Click on the hyperlink above, then 2) click on the registration button. You'll be prompted to input your social security number and your client temporary password which is WFS128. Click 'next' and follow the on screen instructions. I will approve your viewing as soon as I receive an automated alert, and you'll be on your way to a much better investor experience.
Call me to discuss your account or to transfer in other accounts you may have elsewhere. This will allow you to enjoy a truly consolidated view of all your investment accounts and product holdings with Paradise Valley Wealth Management, Inc.
eQuipt Client Portal supports a variety of 24/7 service capabilities for Pershing accounts. You can easily reset passwords, retrieve statements, link household accounts and view account holdings and performance. If you also have directly held mutual fund accounts or annuities, and want to check on all your balances, performance or transactions, we suggest you use the OneView Consolidated Report link at the top of this page.
We use MoneyGuidePro as our financial planning software tool. It is very interactive with clients, and updates the investments held here and also those held elsewhere (including other brokerage accounts and 401(k) plan holdings), every day. If you are not currently enrolled, ask me about how to qualify for this important service in managing your wealth