Client Login

Welcome to our secure portal.

Document Portal (ShareFile)
This is the place where clients can send and receive messages and files securely. In addition, CPAs and other client representatives can use this portal to send us tax returns and other confidential correspondence.

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Investment Portal (Tamarac)
Our secure investment reporting site enables clients to view portfolio holdings, account growth, and more in real time, anytime, through dynamic, graphic reports.

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Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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