Wealth Management Site The Waddell & Reed Wealth Management Site is your personal portal providing a holistic view of your financial life in one secure location.It’s a collaborative venue where we can share financial information and define and update your goals while developing strategies to pursue those goals. What can the Waddell & Reed Wealth Management Site do for you? It can help you establish budgets and maintain spending; determine and monitor your net worth; and allow you and I to establish, monitor and update your goals. In short, it’s a personal website that uses sophisticated technology to offer you a consolidated view of your financial life in one secure location. Learn more about the Waddell & Reed Wealth Management Site can do for you. Contact me today to learn more about how the Waddell & Reed Wealth Management Site can help you pursue your financial goals. Name Email Phone Question Thank you! Oops!