Broker Check

Services

Logging into your accounts

For our investors, find your login pages below.

Pershing/NetX360

Pershing/NetX360

Investor Login

Sign In
Wealthscape

Wealthscape

Investor Login

Sign In
American Funds

American Funds

Investor Login

Sign In
SEI Investments

SEI Investments

Investor Login

Sign In

We offer financial services ranging from budget strategies all the way to investment management.


Please click below to learn more about the products and services offered at Kobo Wealth Strategies.

Comprehensive Financial Planning Services

Kobo Wealth Strategies is a financial planning company focused on helping clients budget properly, insure lives and livelihood, and invest wisely. We follow a strategic and disciplined approach to help clients achieve their financial goals and objectives.

Read More

Life, disability, and long-term care insurance options through a variety of carriers

We conduct a free needs analysis and review of existing insurance contracts. We offer you life, disability, and long-term care options from a variety of highly rated insurance carriers.

Read More

Investment Management Services

We provide investment advice by helping you establish brokerage or managed investment accounts and providing guidance on how to invest your money based on your risk tolerance, time horizon, and investment preferences.

Read More

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

wes.ifan@kobowealthstrategies.com   |  862-203-5012