This page is designed for current clients. Looking to learn about our services for the first time? Click here.

Here we post items that are meant to enhance your experience with us. If you have any issues using this page, or find a link is not working, email We appreciate the opportunity to be of service, and look forward to speaking with you in person! 

Forms and Resources

  1. Client Authorization and Release: completing this form and sending it to us allows us to share your personal information with a third party such as a family member, accountant, or attorney.
  2. Third Party Authorization Request: completing this form and sending it to your third party (such as another financial institution, accountant or attorney) gives us permission to obtain information from them on your behalf, subject to their privacy requirements.
  3. Insurance Policy IFL Request: meant to be sent to insurance companies to request information on existing life insurance policies that you wish to review with us.
  4. Investment Philosophy General Principles (long version): a detailed explanation of the principles and framework that guide our investment process and our advice to clients.
  5. Summary of Investment Philosophy (short version): a shorter version of the “general principles” above.
  6. Investment Policy Statement (long): complete this form and submit it to us to see if your investment account still matches your risk preferences and investment objectives.

Commonly Accessed Links

  1. Calendly Online Scheduling: Allows you access to our calendar to book an appointment. If you do not see a time that suits you, email
  2. E Money Client Portal: Provides an aggregated view of your accounts with us; allows you to link your external accounts for a total picture of your financial assets, and also allows you to securely share documents with us through an embedded online “vault.” For assistance with this feature, email
  3. Cipher Post Secure Email: Accesses our secure email platform, used to securely transmit applications and any other documents containing sensitive personal information. For an invitation, email
  4. Schwab Alliance: Links to Charles Schwab’s main website, where you can view your Charles Schwab accounts with us, choose paper or online statements, and print tax documents and historical statements.
  5. Capital Group/American Funds: Links to Capital Group/American Funds main website, where you can view your American Funds accounts with us, choose paper or online statements, and print tax documents and historical statements.  

Less Frequently Used Links

Insurance Companies

  1. Brighthouse
  2. Guardian
  3. Jackson
  4. Lincoln
  5. Mass Mutual
  6. Northwestern Mutual
  7. Principal
  8. Prudential 

Investment Accounts

  1. Pershing Investor
  2. Wealthscape
  3. NY 529 Advisor Plan