Client Resources

Welcome to our client resources section.  To view your investments, investment performance, and other financial data, please click on the appropriate banner on this page.

If we requested for you to fill out our risk questionnaire or new client information forms, you can access each of them below:

Questionnaire #1: New Financial Planning Client

Questionnaire #2: Investment Risk Capacity/Preferences 

Financial Plans & Secure File Transfer

You can access your financial planning portal by clicking the RightCapital logo on this page.  Here you will be able to view your financial plans and add/remove accounts from your plan.

Additionally, the RightCapital portal is used for sending documents back and forth.  We strongly encourage the use of this encrypted portal for sending documents versus mail or e-mail to best protect sensitive personal data.