For Current Clients

The NEXUS CLIENT PORTAL is where you can access easy to understand yet comprehensive performance reporting and investment portfolio analytics.  

Transparency and insights about your investments.

Nexus Client Portal

For Financial Life Management or Guidance clients, eMoney is your portal for all things financial plan related.  

This is your tool to get and stay organized, track action items, and to see how your doing relative to your goals.

eMoney

Envestnet is our legacy portfolio reporting website.  We recommend using the Nexus Client Portal above.

ENVESTNET

Charles Schwab & Co., Inc gives you complete transparency and control of your investment accounts.

Charles Schwab