Client Data Portal - for Wealth Planning Clients: This is a secure link for our Wealth Planning clients to access their up-to-date net worth, asset allocation, and portfolio performance information. It also contains a "document safe" where documents can be securely shared between the client and the financial advisor.
With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.