Client Center

Current Client? Schedule a Meeting!


Please select an advisor with whom to schedule your appointment. If both advisors are available at the time of your appointment they will both attend the meeting.


Shortly after booking, we will be sending you :
• Appointment reminders
• A rescheduling link, just in case
• A Zoom link, if applicable


If you need an appointment sooner than the calendar offers, please contact us for availability.




Resources

LPL Account View


Account view provides secure online access to view your financial accounts at LPL. Allowing you the ability to be up to date on how your investments are performing when it is convenient for you. Account View also stores all your statements, tax documents and trade confirmations electronically. Giving you the options to not have to store them yourselves Click the link below to access Account View.                                                                         



Access LPL Account View

West Invest Portal


A secure portal that helps you organize your financial life by linking all your financial account on one site. It also gives you access to financial tools like the vault, where you can store your important financial documents online. This portal plays an important part in our planning process by providing us access to several wealth management tools.

Access West Invest Portal

Secure File Uploads


Securely upload documents to the West Invest team.

UPLOAD DOCUMENTS