Access Links

investment accounts, holdings, investment analytics

Client Investment Accounts

Please click here to view your account holdings. If this is your first time accessing your accounts, we will have to email you an invitation to set up your username and password. Please call us at the office at 814-201-5909 to request your online access.

Pa Treasury, unclaimed property

Pa Treasury Unclaimed Property

Our expert guidance on 401(k) rollovers simplifies the complex process, ensuring a seamless transition and effective management of your retirement savings into a new plan or IRA.

Right Capital, investment planning software

Right Capital Planning Software

Please click here to view your customized personal financial planning tool. This is a program that we subscribe to on behalf of my clients in order to offer some of the most comprehensive planning in the market.