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The resource center is here to provide additional access and convenience.  Whether it’s reviewing assets and performance, or assessing long-term financial goals our objective is to make your financial life more transparent, understandable, and controllable.  The resources below provide 24/7 access to:  Portfolio View,  retirement plans,  instant performance reporting,  financial plans,  secure document sharing, and more.


Client Resources

Retirement & Wealth Planning Platform
24/7 encrypted access from any device, but please be mindful not to use public Wi-Fi for this platform. Secure mobile connections and your private secure Wi-Fi is fine, but public Wi-Fi is not. – > Log in here >>
Secure Document Sharing
To send private data please use this portal rather than email. – > Access here >>.
Secure Screen Sharing
Video Conferencing
Fidelity Investments - Direct link to Statements, Tax Documents, etc
 

 

 

Video conferencing with screen sharing and secure document access makes it easier than ever to conduct highly interactive personal online meetings without the time wasted in traffic, or the concern of transporting sensitive information.

The Retirement & Wealth Management Platform allows us to comprehensively help you organize all of your holdings – not just the assets we manage.  This includes:  Employer retirement accounts, bank accounts, etc.  All fully integrated with your retirement and financial plans - with easy to read graphics and instant performance reporting.

This platform is secured by the same advanced level of encryption technology as that used by the nations largest banks.