SENB’s 360° Wealth Portal

Take Control of Your Financial World

One Login, One Place, Any DeviceSENB’s Wealth Portal on a desktop computer, personal computer, and a tablet.

What if you could bring all your financial information together in one place?

Not just a listing of your assets, but an interactive, digital roadmap that lets you see how fluctuations in the market affect your financial picture – virtually and in real time!


Organize. Monitor. Collaborate. Features include: Organizer, Investments, Screen Sharing, Vault, Track Spending, Budgeting Tools, Mobile, Financial Workshops.

SENB’s 360° Wealth Portal

Is a revolutionary secure online personal financial website that can help you:

Get a complete picture of all your accounts that you can access anytime, anywhere.
Gain visibility into your portfolio and gauge how the markets may affect your investments.
Interact with your financial team of advisors to follow and track your progress.
Organize your financial life on your own safe and secure personal website.
Login and monitor all your accounts and net worth from one location.
Create a budget, review your financial goals, and spending.
And so much more…

SENB Wealth Management Provides

Financial Solutions Based on What is Important to You!

Our customizable wealth management programs are all designed around your individual financial planning needs.

Strategies for beginners to the most advanced investor, we offer tools that will help you achieve all of your financial goals:

Wealth builder – SENB Model Portfolios: less than $100K in investable assets. Wealth Accumulator – SENB Model Portfolios: $250K - $500K in investable assets. Investment Management Account – Individual Stock, Bonds, ETF’s, Mutual Funds: $500K+ in investable assets.Your Personal Financial Website makes it easy to manage both your wealth and your wellbeing.


Working with SENB Wealth Management Team

It’s as easy as 1, 2, 3

1: Choose a goal to see where you stand. 2: Identify a strategy to improve. 3: Request a consultation.


Get Started TODAY!




PLEASE NOTE: Investment products provided by SENB Wealth Management are not FDIC insured are not obligations of, deposits of, or guaranteed by any financial institution involve investment risk, including the possible loss of principal amount invested, are not insured by any federal government agency.