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INVEST IN YOUR FINANCIAL FUTURE
Get Your Personalized Recommendation Today
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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™
- Answer a few simple questions so VestWise™ can get to know you – see the FAQs for what information you will need
- View your personalized model portfolio recommendation
- Start your investing path
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About VestWise™
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