PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

**This applies to everywhere on this site with this disclosure**

Account View

Click here for online access to your LPL accounts

FJT FundChoice

Click here for online access to your FTJ Fundchoice accounts

AssetMark

Click here for online access to your AssetMark accounts

SEI

Click here for online access to your SEI accounts

Money Guide Pro

For financial planning clients, click here for access to your Money Guide Pro portal 

Guided Wealth Portfolios

Click here for online access to your Guided Wealth Portfolios

RiskAlyze

What is your risk number? Planning begins with an understanding of your risk tolerance.

Click on the icon below for your free risk analysis.