Click on the Lock to the left to quickly send us a file through SecureSend.  The selected firm member will be notified once your file upload is complete.  You can send one file at a time with this method, or put all your documents in a Zip file and send us the Zip file.

*NEW* FileCenter Portal

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.  Contact us to set up a new portal, or If you've already signed up click below to access your portal.

Login here

Old Secure Firm Portal

Use this link to access the old Secure Firm Portal.

Login here

Days until April 17

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