Wealth Management
Reporting, aggregation, and access technology on top of licensed partners. Ashford & Crane does not give investment advice, manage discretionary portfolios, or execute trades — and will not describe itself as doing so unless and until it holds the applicable license.
Technology and reporting layer — not a licensed advisorNet worth overview
A consented, read-only aggregation of external accounts and custodied assets via open-banking connections — visually separated from your Ashford & Crane account balances so the two are never conflated.
Portfolio reporting
Holdings, allocation, and performance charts sourced from the custodian or asset manager of record — with that source attributed on every screen. Any model allocation is labelled "Educational illustration only — not personalized investment advice."
Risk-profile questionnaire
A structured intake that helps route you to an appropriate licensed advisory or execution-only partner. It is triage, not personalized advice. Advisory partner: [Pending].
Document vault
Statements and reports from wealth partners delivered through the same Documents module used for banking statements — one place, one audit trail.