Technology Tools

During the course of our relationship, you’ll be introduced to a suite of best-in-breed financial tech tools. These tools complement the recommendations we offer by giving you a firsthand look at your financial picture.


A unique, holistic experience that allows us to consolidate all your holdings, accounts, and insurance on one platform available anytime.


A program that brings together the mutual fund, ETF, and stock knowledge, and an experienced investment strategy and management skills.


A web-based client relationship and wealth management tool that offers an aggregated, comprehensive view of a client’s portfolio.


A program for scheduling meetings efficiently, eliminating the hassle of back-and-forth emails for ease of scheduling.