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Introducing Our New Website

Technology

We are proud to announce the launch of our newly redesigned website! It's been 4 years since our last update and we were LONG overdue for a refresh.  So instead of a few minor tweaks, we decided to rebuild the site from the ground up.  The re-design process took longer than expected (almost 12 months), but we believe the result is a much more robust and functional portal for existing and prospective clients. 

Check out the new site here!


Here are some of the new features you may find valuable:  

The Client Center:  One-stop access to our technology (and to your financial plans)

  • View your accounts and financial plans on Investor360, eMoney and RightCapital.
  • Meet with Us "Virtually" from anywhere including conference calls and video chat.
  • "Let’s talk!"  Schedule review meetings and calls directly on our calendar.

Go to Client Center


For prospective clients: An overview who we best serve and the problems we help solve

  • See how we’ve helped executives, business owners and families "put it all together" so they are equipped to make better decisions: View Case Studies
  • Answers to common questions about our firm, how we work with clients and our fees: FAQs & Fees
  • Learn More about John and Erin as well as how our partnership with Commonwealth benefits YOU:  About Us

Staying Connected

  • Subscribe to Our Blog : The Connected Client.  
  • Take a test drive:  See our planning technology in action
  • Send us a message directly from the website

We're really proud of our new "hub" and look forward to hearing your comments.  And we are eager to get the message out to the right people, so don't hesitate to share this post with your network!  

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