• 941.366.2827
7120 Beneva Road
Sarasota, FL 34238

Account Access

Our securities brokerage is a natural extension of the financial services we provide. It's just one of the many ways we can assist you in developing and maintaining your financial portfolio.

 

Wealthscape Investor

Login to Wealthscape Investor

Client Investment account access to view holdings for Fidelity and National Financial Services accounts. This also includes your monthly, quarterly and tax statements for each.

 

eMoney (Dynamic Financial Planning Clients)

Login to eMoney

 

Features Include:
24/7 access to all of your investment and banking accounts

Convenient storage of important documents such as Wills, Tax Returns, Business Agreements, etc.

Access to various reports and calculators which enable you to get a better understanding of your wealth

Daily updates on your net worth, portfolio allocations, cash flow models, college savings, etc.

All of this in an environment secured by the same technology the FBI uses to protect their information!

If you would like to set an appointment for a personal walk-through of what your Personal Financial Homepage could look like, please give us a call at 941-366-2827.

 

OmniSource Reporting

Login to OmniSource Reporting

OmniSource allows you to view consolidated account reports and performance.

 

ADP Retirement Plans

Login to ADP Retirement Plans

 

American Funds (Individual, 529, Simple IRA)

Login to American Funds (Individual, 529, Simple IRA)

 

American Funds – Retirement 401k

Login to American Funds – 401k

 

AssetMark

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Goldman Sachs Private Banking Solutions

Login to Goldman Sachs Private Banking Solutions

 

Lincoln Life & Annuity Accounts

Login to Lincoln Life & Annuity Accounts

If you are the owner of a variable annuity contract from The Lincoln National Life Insurance Company, you can access your account and make investment changes 24 hours a day, 7 days a week.

 

Lincoln Financial Group 401(k) Accounts

Login to Lincoln Financial Group 401(k) Accounts

If you are a participant in a Lincoln 401(k) or Pension plan that uses the Lincoln Director VARIABLE ANNUITY, you can access your account and make investment changes 24 hours a day, 7 days a week.

 

Mass Mutual/Empower Retirement

Login to Mass Mutual/Empower Retirement