Your Personal Financial Management website makes it easy to manage both your wealth and your well-being.
The eMoney platform delivers a personal financial website, designed to help you take control of your financial world. Easily organize and track your financial goals with spending and budgeting tools, investment monitoring, and more!
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Setting up your website for the first time? Click here for a setup guide.
Connect all your accounts for a consolidated view of your entire financial picture.
Interactive charts and detailed views help monitor all your accounts.
Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.
Safely store your most important financial documents, accessible 24/7.
Know how much you're spending, and where.
Set budgets to help reach your savings goals.
A complete financial picture available on your smart phone.
See if you're on target to reach your most important goals.
Aaron Trinh, Jim Tollinger, and Doug Holtzapple, offer investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. offering insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255.
White Rose Wealth Management, LLC is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Pruco entity. Aaron Trinh, Doug Holtzapple, Jim Tollinger, nor White Rose Wealth Management, LLC do not render tax or legal advice. You should consult with your own advisors regarding your particular situation.
White Rose Wealth Management, LLC does business in the following states:
Securities: PA, NJ, MD, MI, FL, CA, AK, SC, GA, MI, OH, DE
Life Insurance: PA, DE, FL
Variable Life Insurance: PA, DE, FL
Property and Casualty: PA,
Mutual Funds: PA, NJ, MD, MI, FL, CA, AK, SC, GA, MI, OH, DE
Fixed Annuities: PA, DE, FL
Variable Annuities: PA, DE, FL
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