WEALTH & TAX PLANNERS - Retirement Planning and Investment Advice with Highly Personal Service
Financial Advisors in Walnut Creek, CA



3021 Citrus Circle, Suite 200
Walnut Creek, CA 94598


Client Center

Prior enrollment is required before using each link. Please contact us and we will gladly set you up. 
- DST Vision - consolidated statement of accounts: https://www3.financialtrans.com/tf/Vision?tx=VisStartup&cz=6210818081413
- Your consolidated statements – lists almost all of your accounts: https://www.visinvestor.com/tf/VShare?brd=0011106
- TD Ameritrade – ETFs, Beacon stop-loss, & other accounts:  https://www.advisorclient.com/advisorclient/p/gridLogin
- Adviser Investments – Fidelity-Vanguard account: https://www.fidelity.com
- Gemmer – regular & socially responsible investing:  https://www.schwab.com/
- Morningstar portfolios – diversified managed accounts:  http://mis.morningstar.com