We are happy to be working with you and appreciate the trust you have placed in us. We hope you will find these resources helpful whether you are just beginning your relationship with us, or you are already working with us. As always, we are available to answer any questions you may have as well.

CHECK YOUR ACCOUNTS ONLINE Registration Instructions – these instructions will direct you to the link where you can register to see all of your accounts under our management in one place. Please call or email us with any questions at all.

EXCITED TO START WORKING WITH US? 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.

HOW TO OPEN A SECURED EMAIL MESSAGE FROM US - 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 use the attached instructions if you are having trouble opening or accessing the message.