If you have any questions, please don't hesitate to schedule a meeting or short phone call with us.
Our web-page is chock full of useful information. But information alone is not enough when choosing your Financial Advisor... it is too important of a relationship!
That is why we highly encourage a face to face meeting or at least a screen-share meeting to get to know each other, make sure it is a GREAT FIT!
Click on the button "View Accounts" below for a site view of your accounts online. Even if we have multiple accounts across various companies, this will allow you to view them in one spot and run various reports. If you have never used this site before, it will lead you through a registration process. You can then add family members so that everything is seen with one log-in.
If you have not registered, click "Register". If you are a returning user, click "Login".
This is for Clients Only.
Click on the link below for your Investment Company website. *Please note: this is not an exhaustive list of fund companies.
American Funds/Capital Group
Orion Portfolio Solutions/TD Ameritrade
RightCapital is the retirement planning software that we use. 100% complimentary for all our clients. Get familiar by clicking on the links below.
RightCapital Client Account Security
RightCapital's Client Portal--Video
Linking Your Accounts
Filling out your Profile--Video
Filling out your Profile--pdf