Client Access

Please contact us for assistance in establishing online access to your accounts

Your Wealth Management Website

Assetmark

YOUR SECURITY: We know it is important that your information remains safe. Data in your Wealth Management Website is secured through the services of eMoney Advisor and SunGard Data Systems. In addition, the website is NON-TRANSACTIONAL, meaning money can never be moved from one place to another. Please review the Security Overview pdf or click here for important information about how this system was designed to protect you. We are happy to answer any questions you might have.