Get started with a quick 20-minute call with a member of the Asset Strategies team. We’ll call you at the time you choose.
No cost, no obligation. We’ll just have a quick chat. Check in on your current financial health. Where you’re at. Where you want to be. And see if it makes sense to schedule a visit with a financial advisor.
If you were previously logging in through Wealthscape Investor, you can now access your accounts through LPL Financial’s Account View.
(If you have accounts held directly with a mutual fund company, you may still access those accounts directly through the fund company’s website using your existing login credentials.)
If your account balance appears incorrect or if some information seems incomplete, please don’t be concerned – this can occur temporarily during the final stages of the conversion process. We’re actively working to complete the updates, and full accuracy will be restored soon.
We’ve sent detailed, step-by-step instructions to your email to help you navigate your new online account access.
As always, we’re here to help. If you have any questions or need assistance, please don’t hesitate to give us a call.
Schedule 10-15 minutes to learn a bit more about us here at Asset Strategies, understand our philosophy, and ask all of your financial questions. I hope that this introductory call will help you decide if we would be a good fit for you and your family.
