Cutting-Edge Technology

We invest in technology to help you stay on top of your finances. Examples include quarterly summaries of investment performance, a client website for you to aggregate account information from multiple financial institutions, tools for us to analyze various spending and investment scenarios and to model planning strategies as part of our planning process with you, and an online vault for you to securely store and share documents. Notably, you may access your online vault wherever there is an internet connection, so if you need to view an important document while on vacation you may do so. You may also grant access to others, like your accountant or estate planning lawyer, so you can share important documents with them easily and securely rather than photocopying documents or sending emails through an unsecure server.