Polley Wealth Management's Digital Portfolios utilizes the latest in digital technology to deliver a better client experience. Digital Portfolios is an automated investing platform designed to help investors reach the financial goals that are important to them.
Low-cost portfolios designed to meet each client's specific objectives
A simple and intuitive client interface including performance reporting
Live updating of financial goals and progress reporting
Regular electronic communication from Polley Wealth Management
Automated management of your investment portfolio
Assets custodied at Betterment
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Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser and independent financial advisory firm, headquartered in Orlando, Florida.