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Submitted by pdadmin on Fri, 11/16/2018 - 14:47
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Invest Wisely For

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My Life

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My Family

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My Financial Health

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Getting Started

VestWise™ is an online financial solution, combined with human advisor support, to better service your needs and put a personalized strategy in the palm of your hand. Please work with your financial advisor to start investing with VestWise™.

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Our mission is to help you reach your financial goals

Our mission is to help you reach your financial goals

  • No minimum to open a VestWise™ account*
  • Access to a Park Avenue Securities advisor
  • Personalized model portfolio recommendations
  • 0.45% annual fee based on the average daily balance of assets in your account
  • Periodic rebalancing to help ensure the model portfolio continues to meet its objectives
  • Easy, on the go access 24/7
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How it works

Start investing with VestWise™

  1. Answer a few simple questions so VestWise™ can get to know you – see the FAQs for what information you will need
  2. View your personalized model portfolio recommendation
  3. Start your investing path
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About VestWise™

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