Your Advisory, Investment Management and Client Services teams are not changing!
We are merely in the process of transitioning Custodians.
Some client accounts currently remain at Pershing, LLC, and others are already transitioned over to Charles Schwab & Company. Later this year, we will be introducing our own proprietary website for client accounts and reports. We’re all excited about this, and think you will be extremely pleased with the reports that will be available on the new portal.
We apologize for any inconvenience. Please call us if you have any questions.
FOR ACCOUNTS AT PERSHING, LLC, PLEASE CLICK HERE
FOR ACCOUNTS HELD AT SCHWAB, PLEASE CLICK HERE
If your financial advisor previously prepared a financial plan for you, access the e-Money portal by CLICKING HERE.
Recall Mike Matty’s article about this transition in our 2023 First Quarter Newsletter. CLICK HERE