Financial Reporting for Clients

Do you feel fully organized in your financial life? Our internal reporting team allows us to offer unique reporting services to our clients.

The reports you receive from us include a comprehensive summary of portfolio activity, asset allocation, and performance over various time periods.

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Digital Portal Access

Through a highly secure portal, digital reporting on your portfolio is always instantly available in real time, including access to historical statements and tax documents. You can access the portal online or through a mobile app. Using the same system, we also have the ability to grant access to tax information directly to your tax preparer.

Just as our planning process factors in every aspect of your financial life, our reports can include assets and liabilities outside of our direct management.

Meet Our Dedicated Technology Team

Richard Krivonozka

Richard Krivonozka

SVP, Data Management

Michele Suligoj

Michele Suligoj

SVP, Director of Data Operations

Caite Stevens

Caite Stevens, CIP, CPC

SVP, Digital Communication & Business Intelligence

Alia Wagenhoffer

Alia Wagenhoffer, CFP®

SVP, Advisory Technology

Get in touch today

Find an office or reach out via email.