Client Center

The client center is designed to provide you with access to managing your wealth.  From online account access to Social Security, IRS and FDIC information, the client center enables you to find the information you need.  For educational information, please visit the Resources tab at the top of your screen.

If you have established online access to your accounts, please click on the appropriate icon below. 

To set-up online account access,  please email us at


Access to Brokerage Accounts

Pershing Accounts click: 


AssetMark Accounts click:


Access Variable Annuities

Voya Variable Annuities click:



Best of America Variable Annuities click: 



Social Security

For information on Social Security click

Check out your Social Security Statement, change your address & manage your benefits by clicking



Money Market Funds 

Many clients are concerned about the stability of the money market funds that they hold.  Please click here to access information on the U.S. Treasury Department's Guarantee Program for Money Market Funds.  


Tax Planning

For current tax updates, we direct you to the Internal Revenue Services website.

For Tax Forms, Federal Income Tax Calculator, Tax Rates, Publications, Tax Calendar, Glossary and TaxWise Strategies, click on the Resources tab at the top of your screen and select Tax Library. 


Federal Deposit Insurance Corporation

The Federal Deposit Insurance Corporation (FDIC) is an independent agency created by the Congress that maintains the stability and public confidence in the nation's financial system by insuring deposits, examining and supervising financial institutions, and managing receiverships.   For more information visit