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Client Center

Welcome to the Toolbox! The following tools should prove helpful in our communications and in providing you details of your investment planning progress.

 

LPL AccountView

Use LPL Account View to track your investments and view detailed information about your holdings. You can also view your account history and a variety of statements including monthly statements, transaction confirmations, and tax statements. Additionally, Account View provides you the ability to download account details to Quicken. Access this tool by clicking on the link below:

 

MyWaypoints

MyWaypoints redefines the way we deliver advice to our clients, and is a personalized and engaging experience that empowers you to take a more active role in the management of your wealth. To utilize this advanced planning platform, contact your advisor for information. Access this tool by clicking on the link below:

 

Riskalyze

Riskalyze is a method of capturing a quantitative measurement of your risk comfort zone and can be used to seek to improve the investment plan development and review process. Access this tool by clicking on the link below: