Welcome to the Art of Wealth Family
We will be your guide on your financial journey!
775-515-0010 Office · 775-451-2512 Text · [email protected]
Meet the Team
Patrick Forderhase, Wealth Advisor
Reach Out to Patrick When You Need:
- Answers to questions regarding your retirement plans
- Statements and tax documents
- Updates to your financial plan
Veronica Wimer, Director of Client Services
Reach Out to Veronica When You Need:
- Assistance with contributions & distributions
- To facilitate online account access, custodial applications
- Answers to questions regarding Required Minimum Distributions
Tina Buckholz, Client Service Representative
Reach Out to Tina When You Need:
- To schedule a meeting
- To update beneficiaries, your address, and other personal information
- Answers to general questions
Set-up Your Online Account Access
YOUR CX ACCOUNT
(CLIENT EXPERIENCE)
Your Client Portal where you can view your accounts managed under Art of Wealth Management, link outside accounts, access statements & tax docs, and securely share documents with us.
YOUR FIDELITY ACCOUNT
(WEALTHSCAPE)
If you have accounts at Fidelity, this guide will show you how to set up your online access.
YOUR CHARLES SCHWAB
ONLINE ACCOUNT
If you have accounts at Charles Schwab, this guide will show you how to set up your online access.