775 Spartan Boulevard
Our primary digital platform with multiple capabilities:
Performance Reporting by Albridge – with account access 24/7/365, view all your accounts with Stravolo Wealth Management, holdings and performance, along with other useful reports - all as of the previous day’s close.
Our secure portal allows you to send and receive confidential information to and from Stravolo Wealth Management. We will send you an email to securely upload a document(s) to send to us or download a document(s) we have sent to you.
No need to notify us - we’ll get a notice when you have opened a document sent by us and also when you have sent us a document through the portal.