In an increasingly digital world, why shouldn’t investors have access to their own personal financial planning software?

We help our clients organize their financial life by providing a secure, digital Wealth Management Portal. You’ll have access to your personal financial website from wherever you are and on any device you choose.

Our Wealth Management Portal provides access to eMoney Advisor’s award-winning financial planning software, account aggregation and resources to prepare your secure financial future. eMoney Advisor is owned by Fidelity Investments.

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Account Aggregation

A consolidated view of your assets and liabilities, updated daily.

Financial Planning

Set goals and keep track of your progress as you work to reach your financial goals.


Understand the impact of your financial decisions and make your goals a reality.


Track spending habits, monitor cash flow and stay on the right financial path.


Interactive charts and detailed summaries increase knowledge of your financial accounts.


An extensive library of videos, articles and other resources to increase your financial knowledge.



Link all your financial accounts for a complete and up-to-date view of your financial situation. Run comprehensive analysis reports. All data reflects current market conditions.


The 360˚ view of your financial world can help improve overall performance, minimize the impact of debt and taxes and enhance your lifestyle. With your goals as the centerpiece of the process, the portal can provide you financial reports that clearly illustrate where you are now and what you need to do to reach your goals.


With a daily snapshot of your progress, the portal will alert and remind you of financial factors that may impact your ability to achieve your goals. This relieves you of organizational burden, allowing you to focus your energies on what matters most in your life.

Our Wealth Management Portal employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round.

Our comprehensive security measures include password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more.

With each measure in place, you can be confident that your important information is safe and secure.


You have a unique username and password, ensuring that only you can access your information. Submitting incorrect login credentials three consecutive times will automatically lock your account for 10 minutes. This is to block any manual or programmed hacking attempts.

 In most cases, we have no access to your username or password. However, if you decide to provide us with this information, we will never share your username and password over the phone or send it to an email address  not pre-registered with your account.


 We house your important data at secure, geographically separated data centers. Physical security measures at these facilities includes 24/x7/x365 on-site personnel and closed circuit video surveillance.

 These data centers also make use of  fire protection, electronic shielding, and database backup procedures to ensure your data is continuously monitored and protected.


 Our system uses a 256-bit Secure Socket Layer to scramble your data, further preventing  access to unauthorized users. This is the highest level of encryption currently available today, and twice the standard followed by many financial institutions, including banks.


 Your wealth management system uses third-party security auditors and software, including TraceSecurity, Tenable Security and WhiteHat Security, to identify vulnerabilities within your system and to assist us with remediation efforts.