Company News

Sending documents to Viceroy Wealth Counsel securely is now a breeze

Looking to send documents to Viceroy Wealth Counsel? We now have a safe and secure way to send documents to our office using our website. Head over to the "Contact " area on our website you will see a menu button called "Upload your Documents Quickly and Securely".

On the next screen simply fill out some basic information (name, email, document title, and description of the document) and either "drop and drag" or browse and select the file or files you would like to send to Viceroy Wealth Counsel. Once complete, just hit "Submit Documents", and your finished.

You will be emailed a response a few moments later confirming your document was received. Feel free to give it a try.

Wealth….planned well. Life….lived well.

Viceroy Wealth Counsel

Viceroy Wealth Counsel completes wealth technology enhancement by hiring RightCapital

Viceroy Wealth Counsel has implemented a major upgrade to their wealth management platform with the hiring of RightCapital for their financial planning software expertise. After an extensive due diligence search, Viceroy Wealth Counsel felt RightCapital displayed the best in innovative cutting edge technology, client-friendly interactive tools, an elegant and modern look and feel, and a rigorous and robust calculation engine that can quickly generate accurate results.

Morningstar recently names RightCapital as one of the "Best Advisor Technology Tools for 2022", and "The Future of Financial Planning Software."

Viceroy Wealth Counsel is proud to be working in partnership with RightCapital to help all of our clients benefit from this collaboration.

Feel free to play the video below which highlights some of the planning capabilities Viceroy Wealth Counsel now has.