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As a complimentary benefit, all clients are offered access to their own Personal Financial Website powered by eMoney.  With your Personal Financial Website, you can view all of your accounts with us in one place.  Your Personal Financial Website is customizable and includes several additional features such as:

  • Outside Account Aggregation: You have the option to securely connect and view balances of all your investments, 401K, and bank accounts in one place, even if they aren't under our management.
  • Secure Document Storage using the Vault: Store important documents such as Trusts, Wills, and Birth Certificates digitally and confidentially.

If you have any questions regarding your Personal Financial Website or would like more information, please call the office or reach out via the link below.