We’re so excited that you’re ready to begin your financial planning journey with us. We hope that this process gives you clarity and confidence with the decisions you make regarding your financial life. Click here to access our financial planning page that explains the process and provides all of the necessary documents, etc.
Click below to visit our "Client Login" page which will direct you to the links where you can register to see all of your accounts under our management in one place.
Get started now by completing this Client Information document. This will give us all of the necessary information we need to start the paperwork you’ll be signing. If you’re confused about any portion of the form, feel free to call us, or just leave it blank and we will follow up with you to complete it. When you send the document back, if you plan on transferring existing investments to us, please be sure to include copies of your most recent statements as we are unable to process transfers without this. Please note the statements must be dated within 90 days of the date you send us your signed paperwork to process.
Did you get an email from us that looks like it’s from “Proofpoint” and says, “This is a Secure Message”? This is for your safety! Somewhere in the email message was personal information of yours that we are required by law to protect for you. Please click on the embedded link for instructions if you are having trouble opening or accessing the message.