BondStreet Wealth Management Bio

BondStreet Wealth Management offers a wide-range of services to our clients with no hidden fees. Because we are an independent Registered Investment Advisor, we are able to offer customized solutions for our clients with no constraints on investment selection. Along with our sister company, Bauer Evans Inc. (Certified Public Accountants) we provide comprehensive services including:

-Investment Management
-Estate Planning
-Trust Services
-Accounting Services
-Access to proprietary Life and Legacy Planner
-401(k) Management

ONE company, ONE contact, ONE strategy, ONE vision for your financial future.

What’s New

Version 2.0.1

This app has been updated by Apple to use the latest Apple signing certificate.

- fixed minor bugs

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

KillerGpa ,

Excellent Tool

Been using this app for several years. Best retirement tool for ease of use and visual display of your retirement future.

App Privacy

The developer, Envestnet, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

You May Also Like