WealthTracker

Know your net worth.
Grow your wealth.

WealthTracker is your single place to track cash flow, investments, equity, and progress toward financial freedom, built by the Bement & Company Proactive Tax Services team.

✓ Guided setup - we walk you through every asset, step by step

✓ Live dashboard - net worth, cash flow, passive income vs. your goal

✓ Review together - update it with your advisor on planning calls

✓ Private & secure - no account numbers, ever

Trust. Value. Results · Est. 1989 · bementcompany.com

Sign in

Enter your email and we'll send you a secure magic link. No passwords to remember.

Email address

FIRM STAFF

Your data is private and encrypted in transit. We never ask for account numbers. Privacy policy

Privacy Policy

WealthTracker is provided by Bement & Company to its clients as a financial organization tool.

What we collect

Your email address, name, and the financial figures you choose to enter (asset values, budgets, debts, and cash flow estimates). We never ask for, store, or transmit account numbers, statements, or institution credentials.

How it's used

Your data is used solely to power your tracker and to let your Bement & Company advisor review it with you during planning conversations. It is never sold, shared with third parties, or used for advertising.

How it's protected

Data is encrypted in transit (HTTPS), stored in a secured database, and access is restricted to you and Bement & Company advisors. Sign-in uses single-use email links or firm Google Workspace accounts - no passwords are stored. Sessions expire after 30 days of inactivity.

Your choices

You may request a copy or deletion of your record at any time by contacting your advisor at bementcompany.com.

Know your net worth.Grow your wealth.