Client Center

The client center provides our clients with a secure means for them to access their financial account information. If you would like assistance with either of these sites, contact our office and we will be happy to get you connected.

Click to access your Private Client Portal:

This site is used to review the performance of your portfolio, run reports, access quarterly statements, transactions, download your advisory fee report and save important documents in the document vault.

How do I reset my password or find out what it is? Click on the “Forgot password?” link on the login screen. You will then be prompted through a password reset process.

Click to access your TD Ameritrade Account:

This site is used for accessing your monthly statements, investment trades, trade confirmations, and year end 1099 tax forms.

How do I reset my password or find out what it is? Click on the “Forgot your password?” link on the login screen. You will then be prompted through a password reset process.