Client Login

 Client View

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Client View is an online portal to view the status of your financial accounts.  You are able to see the current status of your investments, while having access to reports detailing asset allocation, holdings, capital flows, market data, realized gains/ losses, transactions, and quarterly performance results.

If you need assistance logging into Client View, please contact our office.


SpectrumCFO™

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SpectrumCFO™ is a web-based wealth management system that serves as a collective view of your entire financial structure — from accounts we manage to accounts held at other institutions.  Through account aggregation, SpectrumCFO™ is designed to collect, track and report your financial activities allowing us to effectively and efficiently manage our relationship bringing accountability to you on demand. Your portal functions as a virtual vault storing important documents such as estate documents, tax returns, deeds and insurance policies for easy access 24 hours a day. 

If you need assistance logging into SpectrumCFO™, please contact our office.

 

From Our Blog

By | Friday, June 16, 2017 8:37 am

Why Kids Should Stash Summer job Cash in a Roth IRA

A summer job is the perfect opportunity for parents to introduce kids to some smart money habits, such as saving. And there's a good case to be made for putting at least a portion of each paycheck in a Roth individual retirement account.

By | Wednesday, June 14, 2017 8:30 am

To Raise Better Kids, Say No

Despite the temptation for parents to say yes to their children's wishes, research shows there's an insidious side to chasing after the newest thing others have. It fosters a sense of deficiency that can never be fully satisfied.

By | Monday, June 12, 2017 1:04 pm

Video: An Introduction to Exchange-Traded Funds (ETFs)

Exchange-traded funds (ETFs) offer investors the ability to diversify over an entire sector or market segment in a single investment. Find out how they are created and what they can do for your portfolio.