Adera Private Wealth

The Adera Private Wealth app gives our clients a simple and secure way to view their financial picture in one place. View the investment accounts you hold with Adera Private Wealth and connect other financial accounts to create a more complete picture of your finances. This can include bank accounts, mortgages, group retirement plans, and personally held investment accounts. With the Adera Private Wealth app, you can: • View your Adera Private Wealth investment accounts and portfolio information • Connect accounts held at other financial institutions • Include bank accounts, mortgages, retirement plans, and other investments • See your net worth, assets and liabilities together in one convenient place • Monitor your overall financial picture from your mobile device Our goal is to give you greater visibility into your finances and make it easier to understand how the different pieces of your financial life fit together. The Adera Private Wealth app is intended for existing Adera Private Wealth clients.