Manage your wealth and your well-being…
all in one place.

TotalWealth powered by eMoney provides users with access to an industry-leading online platform that seamlessly aggregates all accounts in one place (think bank accounts, credit cards, life insurance, investments, loans, and more). This allows them to navigate their complete financial landscape together with their Sentinel Benefits financial planner.

See everything you own in one place

​Because our financial planners can access the interface, TotalWealth bridges the gap between the human touch we feel is so important in financial advice, and secure, convenient technology that allows for self-management when preferred.

What are the highlights?

  • Aggregation Tools. Your personal financial website serves as a window into your financial world where you can see up-to-date information on your accounts, net worth, investments, goals, spending and more.
  • Interactive Planning. With the help of your Sentinel Benefits financial planner, you can open any scenario and see lifetime cash flow, demonstrate the effects of important decisions, and use advanced planning techniques to illustrate what-if scenarios.
  • Document Vault. You can safely store important personal and legal documents, photos and videos in your secure, digital document storage repository.

To learn more about TotalWealth, call us today (800) 436-6689.