“For every minute spent organizing, an hour is earned.”  -Benjamin Franklin

First, the portal allows you to aggregate all of your assets and have account values updated in real time. You will be able to access a complete picture of your finances.  You may print an updated balance sheet anytime you like.

Second, the portal allows you to upload and store all of your important documents, so that you may access them from any place in the world.  Birth certificates, social security numbers for all family members, tax returns, wills, POAs, Healthcare POAs, and Living Wills are just some of the documents you may wish to store electronically and securely.

We are committed to ensuring your privacy and the security of your personal information.  Our Wealth Management Portal offers the highest level of encryption currently available.  We have also included dual authentication for even greater security.

Aggregating your accounts and electronically securing your important documents will allow you organize your financial life, save time, and make better decisions, with all your information in one place.  You will know what you have, why you have it and where it is.

Additionally, should you ever need the assistance of a POA, all of your information will be accessible.  All you will need to do is provide access to your portal.

And…we are here to help.  For many people, finding the time to get organized is often the most challenging.  Fortunately, through advances in technology, we can do much of the heavy lifting for you.

Below is a video tour of our Wealth Management Portal.  Please take a look and let us know if you have any questions.

As always, we welcome any opportunity to be of service.