Client Center

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.

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. 

 For more information on Lincoln Financial Securities please click below.

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.

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.