Broker Check

Our Technology

eMoney- Your Private Client Website

We use the latest technology to support our personalized financial planning service, not to replace it. As a valued client, you will have access to your very own private client website, where you can see your bottom line at any time, in real time. In addition to viewing accounts under our management, you may also connect your bank and outside accounts such as employer 401(k)s – creating a real-time personal balance sheet so that you know where everything is, and what everything is worth.

Guided Wealth Portfolios

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get our experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts. While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With GWP, we’ll be your personal advisor, dedicated to you and your goals, helping to guide you through the investing process.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses  proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Account View

Providing you with Account View is one way we are committed to help you pursue your financial goals. Accessed from your computer, tablet or smartphone. Account View provides your secure, convenient, 24-hour online access to your investment account information.

Convenient. Easy and fast access to your statements with the ability to save and print.
Green. Play your part in the effort to protect the environment.
Simple. All it takes is one click.
Organized. No longer a need to store and file your paper statements.
Safe. Advanced security protects you from the possibility of mail fraud and identity theft.

Portfolio Review Tool

The Portfolio Review Tool (PRT) allows us to compare a client's current holdings to custom or recommended asset allocation models, showing over and under weighting by Asset Class, Sector, Security or Security Types.

Clients know they're on track with our investment advice as they can see how our recommendations would apply to their situation. The Portfolio Review Tool saves me time by automating the process of comparing a client's current holdings to their ideal asset allocation model as I manage the portfolio and rebalance accordingly. I can deliver a meaningful experience in clients meetings and when interviewing prospects with an amazing breadth and in depth analysis of their portfolio.