Broker Check

Client Center

Family Preparedness Workbook

Family Preparedness Workbook

We have a gift for you to help you organize and centralize important documents and information for your family and loved ones in the event of an emergency or major life event! Contact me to gain access to this important document! 

Learn more

AssetMark

For our clients that have Assetmark accounts, you can gain access to your account, obtain tax documentation, and setup e-delivery. Please contact us if you need help logging in and we will contact you as soon as possible.

LOG IN

eMoney

eMoney is a Wealth Management System, it allows for comprehensive planning and  access to your financial health in one location. With eMoney we can easily share, store and exchange financial documents, as we work together. 

Log In

Lincoln Financial Securities

 For more information on Lincoln Financial Securities please click below.

LOG IN

OmniSource

Access to OmniSource will allow you to see all of your accounts held at Lincoln Financial Securities. Please contact us if you need help logging in and we will contact you as soon as possible.

LOG IN

Wealthscape

For our clients with brokerage and advisory accounts, Wealthscape provides you with the ability to view your account, obtain tax documentation, and setup e-delivery. Please contact us if you need help logging in and we will contact you as soon as possible.

LOG IN