facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Client Login | Client Portal

Access Your Accounts Here


Your Financial Plan

Access your customized financial plan and real-time reports to ensure you are on track to meet your goals. For Triad Financial and 5 Point Financial clients.

Login

WealthVision

WealthVision is the LPL Financial recommended financial planning software. For our new PATH Wealth Management clients.   

Login


LPL Account View

Primary portal for clients to obtain LPL Financial account information, statements, signup to Go Paperless and My Documents.

Login


Assetmark

Provides access to AssetMark account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust

Login

Charles Schwab

Secure desktop login for current Charles Schwab clients.

Login

SEI

SEI's investor website for the SEI Wealth Platform.

Login

Guided Wealth Portfolio

Experience access to a personal financial advisor alongside the sophisticated technology of an algorithm-based roboadvisor. 

Login with your personal wealth advisor


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.


Have a Question About Your Account?

Contact Us


Schedule A Meeting