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™

Login to SpectrumCFO 

 

 

 

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 | Thursday, July 13, 2017 8:29 am

Where Does the Time Go? You Can Find Out, if You Dare

Finding time is hard. I often think about all the things I would do if I could just find the time. But really, what a crazy thing that is to say. Find the time? Where should I look?

By | Tuesday, July 11, 2017 9:00 am

How to Spend the Last 10 Minutes of Your Work Day

The last 10 minutes of your day can also be the most crucial. It's a time where you can prep for the next day, organize your workspace, sign out of email and reflect on what you achieved in the past eight hours.

By | Wednesday, July 5, 2017 5:32 pm

Experts' Tips for Staying Safe Online

The online world is a scary place -- viruses and malware that steal information make their way onto computers, and hackers hijack devices and demand a ransom to get back stored information. There are safe ways to be online, and security experts say a combination of safe behavior and products help keep users protected.