Broker Check

All Inclusive Value Added Tools

Every client of our firm has the opportunity to take advantage of one or more of the following services.  Unlike other financial firms which charge a separate fee for each program, we believe that every client should have 100% access, 24/7, to all of the following programs without having to pay additional out of pocket costs for each one. This is part of the all-inclusive advisory fee charged to manage your funds. 

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Traditional wealth management firms typically report static information – showing a snapshot of a moment in time.  Emoney is your personal wealth website.  It will update your account values nightly enabling us to do analysis reflected only on current market conditions.  This facilitates more meaningful insights and allows us to continually “stress test” our recommendations and strategies.

The fi360 Toolkit is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help our firm manage and document a prudent investment process.
In addition, it promotes compliance, reducing liability and risk; empowers us with better information, helping to build trust and value; and provides a differentiator that fosters better, stronger client relationships.

Easily accessed directly through our website, LPL Account View gives you the ability to view all of your LPL Financial account information, whether brokerage or advisory, as well as all networked outside investments.  You have access to all transactions, statements and 1099’s in PDF format.  No more need to print and file.

Ease of access thru our website at or via Facebook and/or Linked In.  Transparency and access to information is paramount to our firm’s success.