Broker Check

Deborah J Trouw CFP®, ADPA®, Financial Advisor

1440 S. St. Francis Drive Suite A
Santa Fe, NM 87505

505-984-3856

Wealth Management Site

The Waddell & Reed Wealth Management Site is your personal portal providing a holistic view of your financial life in one secure location.

It's a collaborative venue where we can share financial information and define and update your goals while developing strategies to pursue those goals. 

What can the Waddell & Reed Wealth Management Site do for you?

- Help you create budgets and maintain spending

- Determine and monitor your net worth

- Allows you to establish, monitor, and update your goals

In short, it's a personal website that uses sophisticated technology to offer you a consolidated view of your financial life in one secure location.

Contact me today to learn more about how the Waddell & Reed Wealth Management Site can help you pursue your financial goals.

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