Client Center
- TD Ameritrade Account Access - If you do not have access to this site, please register using the Registration box on the right side of the screen. If you have any difficulties, contact us and we can help.
- SEI Account Access - If you do not have access to this site, please contact Stages and we will assist you.
- eMoney Financial Planning Portal - Some levels of financial planning clients have access to this powerful portal and vault. If you would like to learn more, please let us know.
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Form ADV Updated
An off-cycle update of the firm's Form ADV Part IIa was completed and filed as required. This update captures the addition of Shareholders Service Group/Pershing as one of our custodians. You may access the updated form by clicking the hyperlink below to be directed to the SEC's website: