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51 Mill Street, Suite 1
Hanover, Massachusetts 02339


Client Access

With eMoney technology, managing your financial life just got easier. A powerful, web-based wealth-planning tool that offers account aggregation, modular and comprehensive financial planning, a client website and an online storage facility that helps clients keep track of valuable documents.

The eMoney platform integrates financial planning and wealth management. It supports our advisory process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling what-if scenarios. For our clients, eMoney delivers an easy to use system to track and manage your balance sheet, investments and documents in one convenient and secure location.

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Providing you with Account View is one way we are committed to help you pursue your financial goals. Accessed from your computer, tablet or smartphone, Account View provides your secure, convenient, 24-hour online access to your investment account information. To access Account View, visit From the home page, you have easy access to your account portfolio, quotes, market performance, and news.

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