Account Access

Client Point

For individuals and institutions:

Secure access to your 1834 wealth management account holdings, recent transactions and account statements.

Client Point Access Guide

Contact your 1834 Wealth Advisor for Client Point enrollment details

WealthView

For individuals:

Secure access to a virtual snapshot of your wealth portfolio, including the ability to import financial information from investment or deposit accounts beyond 1834 and Old National.

Contact your 1834 Wealth Advisor for enrollment details

Client Point

For individuals and institutions:

Secure access to your 1834 wealth management account holdings, recent transactions and account statements.

Client Point Access Guide

Contact your 1834 Wealth Advisor for Client Point enrollment details

WealthView

For individuals:

Secure access to a virtual snapshot of your wealth portfolio, including the ability to import financial information from investment or deposit accounts beyond 1834 and Old National.

Contact your 1834 Wealth Advisor for enrollment details

ARTICLE

Estate Planning vs Financial Planning

A picture of apples

Planning is a word that means different things to different people. When it comes to building a solid, secure financial future, there are two critical components to consider – financial planning and estate planning. Both are distinct but intertwined. Also, both are essential when creating a comprehensive plan.

How Financial and Estate Planning are Alike, Different & Connected


Generally, financial planning focuses on accumulating and managing wealth and reaching financial targets during one’s life, while estate planning focuses on the distribution and preservation of wealth after one’s life. That said, it is important to understand where financial planning and estate planning overlap and where they complement one another.

How they compare.

The list below is not exhaustive, but it should provide some insight as to why comprehensive planning involves both financial planning and estate planning expertise.

Financial Planning vs Estate Planning

What to think about.

Financial planning and estate planning are both invaluable when it comes to achieving your goals and solidifying your legacy. Understanding the importance of each and having the right team in place to coordinate and implement is critical. Also, remember that planning is not something to be completed and put on a shelf; it should be reviewed and revised often. It will change and evolve over time, just like you.