Client Area
Welcome.
Some clients are more hands-on than others. To help you monitor and stay abreast of your financial situation, we have provided the following portals. Please contact our office if you would like access to one or more of them. (We are not involved in the Bill Pay service; so you would need to set up an account with the provider.)
- Investment Portfolio
- Performance and Tax Reports – LA office
- Performance and Tax Reports – San Diego, New Jersey, and Texas office
- Wealth Plan
- Pay your bills
We always strive to improve our services. If you have any feedback or suggestions, we would love to hear from you. Please contact us.
Thank you for all the great referrals many of you have passed to us. We truly appreciate them.