Wealth Management
Recommended Resources
Are you looking for financial or lifestyle planning tools?
Ward & Uptigrove Wealth Management recommends that you look into any of the following apps/tools that are listed below.
You Need a Budget (YNAB)
Budgeting and Cash Flow Planning
Dept Payoff Planner
Track depts and create a plan to pay them off efficiently
Borrowell
Free access to your credit score and credit report
Credit Karma
Free service to monitor your credit score and credit report
Wise
Currency exchange and international money transfer
Contessa Concierge
Lifestyle Concierge and Personal Assistant Services
Paramount Concierge
Lifestyle Management and Concierge Services
Travel Edge
Travel Agency / Travel Management
Get Smarter About Money
Improve your financial knowledge with free resources
Emma Budget App
Bill and Subscription Management
Monarch Money
Personal Finance App
Nerdwallet
Financial Education and Coaching
Geek Squad
Tech Support (Online and In-Person)
Disclaimer: The apps and tools listed on this page are provided as general recommendations for your convenience. Ward & Uptigrove is not affiliated with, endorsed by, or compensated by any of the companies or developers mentioned. While we believe these resources may be useful, we encourage users to review each app’s features, pricing, and privacy policies to determine whether they meet your individual needs. Ward & Uptigrove is not responsible for any issues, data loss, or outcomes resulting from the use of these third-party applications.
