As life grows more complicated, so do your finances. Now more than ever, helping our clients to become more financially organized is one of our top priorities. We believe financial organization is an essential component towards helping you to achieve your important financial goals. Through our secure portal, eMoney, we can now provide you with your own Personal Financial Website. Your Personal Financial Website is a valuable online tool that can help you stay up-to-date on your complete financial picture at anytime, from anywhere.

Our Wealth Management System employs the most advanced security features and protocols to keep your data safe, private, and secure. All information is protected by SunGard Data Systems which hosts 70% of all financial industry transactions and adheres to the highest standards of security. And because this website is non-transactional, it is impossible for your money to be moved in or out of the system. You can be confident that your important information is safe and secure.

Life in a Box