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Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

VALUE ADDED SERVICES

STATE OF THE ART TECHNOLOGY

ACCOUNT VIEW ONLINE MOBILE APP

Our secure, 24-hour online access to your investment account information. A one stop login to view your accounts and access to eMoney/WealthVision. Mobile access also available.

WEALTHVISION/eMONEY

Accessed from Account View, the ability to link data from outside financial institutions to have a comprehensive view of your estate.

ONLINE SCHEDULING TOOL

Reserve a convenient time for you to meet with your Advisor. Zoom, FaceTime and phone call options are available.

SECURE E-MAIL SYSTEM & TEXTING PLATFORM

To protect your privacy and sensitive information. Direct, secure access in communicating with your Advisor

CLIENT OUTREACH/COMMUNICATIONS

MONTHLY EMAIL NEWSLETTER

Information on financial topics & current events that may affect your financial planning, with relevant information related to your accounts.

ANNUAL REVIEW OF ACCOUNTS

Minimum of once per year for clients having fiduciary actively-managed accounts.

SOCIAL MEDIA PRESENCE

LinkedIn, Facebook

MARKET INSIGHTS

Market commentary refreshed weekly and posted on our social media pages and website.

WEBSITE RESOURCES

CLIENT FAQ

Answers to frequently asked questions regarding account access, account deposit/withdrawal, account maintenance, eMoney/WealthVision, and other relevant client information.

RESOURCE/KNOWLEDGE CENTER

Overview and videos on Estate, Insurance, Investment, Retirement, and Taxes

LATEST NEWS

Access to monthly newletters and quarterly market updates.

CYBER FRAUD GUARANTEE

LPL will reimburse you for 100% of realized losses in your impacted LPL accounts, which were incurred directly as a result of unauthorize access to an LPL system. *Please click here for terms and customer obligations.