Broker Check

Account Access


For our clients with National Financial Services (Fidelity) as custodian.  Please click on the above link to direct you to your secured Wealthscape login.  If you are in need of assistance with either an existing or new login registration, please contact the office at 937-886-1442. 


For our wealth planning clients, please click the above link to direct you to your personal, secured eMoney website login.