Vault Technology

Steigerwald Gordon, Koch Wealth Advisors’ Vault Technology is an online document storage system which allows you to store and maintain key documents and information online. The Vault could store files on financial plans, insurance policies, vital health information, tax returns and trust documents as well as the performance of the client’s portfolio. The information in the Vault is very secure and easy to retrieve anywhere and at any time.

Files are encrypted while being uploaded or downloaded, and they are stored using high encryption. The SGK Wealth Advisors website makes client’s personal documents accessible 24/7 through the Vault, and the system sits behind multiple firewalls.

SGK Wealth Advisors’ Vault technology offers an aggregated, comprehensive overview of a client’s portfolio, allowing SGK Wealth Advisors to better service our client’s needs. Our online Vault enables clients to store records that would make it easy to settle estates for clients and their heirs.