Client Login / Account Access
WealthLink
WealthLink is our robust financial planning web-site that includes a client portal, through which you can access your accounts..
It’s a great way to stay engaged with your entire financial plan, portfolio, insurance programs, and documents for personal financial organization.
If you need any help getting connected to WealthLink, you should contact us or visit our help page.
Ivy Investments
Use this Ivy Investment access link to view your Ivy Mutual Fund and Ivy 529 plans, including tax information.
If you need any help getting connected to Ivy Investments, you should contact us or visit our help page.
NetXInvestor through Pershing
NetXInvestor is a web-site portal on the Pershing, LLC platform. Through it you can gain access to account balances, tax documents, and transaction histories for your Brokerage Accounts, MAPNavigator and MAP Direct Accounts,
If you need any help getting connected to NetXInvestor, you should contact us or visit our help page.
Nationwide
Access Nationwide.com in order to review your annuity and insurance programs issued through Nationwide.
If you need any help getting connected to Nationwide, you should contact us or visit our help page.
Minnesota Life
Access Minnesota Life's web-site in order to review your annuity and insurance programs issued through Minnesota Life or Securian.
If you need any help getting connected to Minnesota Life, you should contact us or visit our help page.