Wealth Management
Third Party Resources
Looking for tools to help simplify your finances and everyday planning?
Below is a curated list of apps and services we’ve researched that may support budgeting, investing, travel, and lifestyle organization.
You Need a Budget (YNAB)
Stay on top of your budget, spending habits, and goal tracking
Debt Payoff Planner
Track debts 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
Get Smarter About Money
Free guidance for learning the basics of personal finance
Emma Budget App
Bill and Subscription Management
Monarch Money
Track your budget and overall wealth on one dashboard
Nerdwallet
Financial Education and Coaching
Wise
Currency exchange and international money transfer
Geek Squad
Tech Support (Online and In-Person)
Paramount Concierge
Lifestyle Management and Concierge Services
Contessa Concierge
Lifestyle Concierge and Personal Assistant Services
Travel Edge
Travel Agency / Travel Management
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.
