Click the button below to log in to your eMoney portal!
eMoney was named "The Best Wealth Management Product" in 2020 and 2021. We use it to create customized financial plans for clients. Clients have their own portal that shows assets and liabilities, has the ability to generate reports on their own such as a balance sheet or cash flow report, and has a vault that important documents are kept in. This vault can be viewed and accessed at any time by the client and advisor to upload or download documents as needed.
Click the button below to access Schwab Alliance!
Charles Schwab is our custodian we use to hold clients investment accounts. Schwab Alliance is Charles Schwab's portal that allows you to see the current value of your investment account(s). Schwab also issues monthly statements that show the history and transactions in the account. This can be found in your Schwab Alliance portal under statements and tax forms.