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A MULTIDISCIPLINARY APPROACH TO PLANNING

Estate Planning | Tax Strategies | Financial Planning

Client Login

NetxInvestor

Within NetXinvestor, you are able to view your account information as well as documents that pertain to your brokerage account such as statements, trade confirmations and tax documents. This is also where you access BillSuite, which enables you to view, pay and manage your bills online. BillSuite is available for all accounts that have check writing privileges at no additional cost. Contact us if you’d like to learn more about this feature.

Albridge

This is a state-of-the-art financial tool allowing clients to see a complete view of holdings and transactions in their accounts, along with performance reporting. This this service is made available to clients at no additional cost as a part of the firm’s ongoing commitment to providing comprehensive financial services.

Guided Portfolio Solutions (GPS)/ My Advice Architect on Envestnet

This is a powerful tool allowing clients to access Quarterly Performance Reports, On-Demand Reports, Billing Statements and Overview Reports for their investment accounts on the GPS platform.

Personal Financial Website

Interactive wealth management tool providing up-to-date and accurate financial information. Features include:

  • Personal website with 24 hour access to all of your financial information
  • Account Aggregation with Budgeting
  • Intraday Investment Updates
  • Online Vault for storing documents
  • Mobile account web access