Existing Clients

We greatly value your continued partnership in your financial success and look forward to our next time together.  We are always looking for ways to enhance your experience with us, please utilize the "Contact Us" link in the upper right corner above to provide feedback.

 

There are 2 main financial picture logins that our clients utilize, eMoney and Commonwealth's Investor360°:

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eMoney:

We wanted our clients to have the capability of logging into one place to see all of their assets, liabilities, budgetary information, estate planning documents, etc.  eMoney Advisor provides real-time information on our client's overall financial picture.

Our clients that utilize this complimentary eMoney service gives us the opportunity to review real-time information in advance of our times together that provides them with a timely and effective counsel.

Please contact us if you would like access to eMoney.

eMoney Client Login

eMoney Getting Started Guide - PDF

 

Commonwealth Investor360°:

 


Commonwealth Financial access via Investor360° for statements and transaction detail (includes University of Michigan and Eastern Michigan TIAA Cref and Fidelity assets our firm is managing):   Investor360° Login


Watch this short video to learn how Investor360° delivers easy online access for all of your managed portfolios:

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You can also view the Investor360° User Guide for more information.

 

It is the nature of our business that most new clients enter our office as referrals from existing clients—clients who have benefited from and enjoyed the experience of working with us. We find that our clients tend to refer individuals who are like themselves: kind, good people who are serious about making smart decisions concerning their financial future. We, in turn, find it a pleasure to work with these individuals.

If you are pleased with your experience with us, we would kindly ask that you mention our name to any friends or family members who you think would be a good fit with our practice. We are looking for individuals who are searching for a trusted relationship with a financial professional; who are looking for long-term financial guidance, not shortcuts nor the next hot trend in the financial world.