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How To Use Your Client Portal in Smartworks

Please request to join the Adviceworks client portal and app! This platform offers you the opportunity to familiarize yourself with Money Guide Pro, our financial planning tool at George Wealth Management. Watch the video below for a step-by-step guide on the available features. Through this portal, you can securely share crucial documents, link your checking account for expenditure tracking, and create a personalized spending plan to uncover new money-saving strategies. The Financial Roadmap assists you in tracking progress towards milestones like home ownership, saving for your children's education, and preparing for a fulfilling retirement. By linking all your investment, savings, and debt accounts, you can monitor your financial status in real-time. Remember, our team is here to support you - we can assess your investments and objectives to offer expert advice on optimizing your accounts for success. We're dedicated to assisting you on your financial journey! Additionally, there are various financial tools available to help you evaluate different financial decisions. The video will provide an overview of these tools as well. 

These examples are hypothetical only, and do not represent the actual performance of any particular investments. Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested. This example does not reflect sales charges or other expenses that may be required for some investments. Rates of return will vary over time, particularly for long term investments. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.  


Fill out the information below to get  access to the Smartworks Client Portal. No purchase is required.

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