Client Login

Client Login

Monitoring your finances has never been easier with either of the options below.

Please choose from one of the client login options below; contact our office if you require assistance or if you have any questions.

Wealth Planner

To access your Wealth Planner (powered by emoney), where you can view all your accounts aggregated in one place and monitor the progress of the wealth plans we created for you (for additional information or request access, please contact our office).

LPL Financial (AccountView)

To access your accounts held at LPL Financial.

Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Good Wealth Management and Private Advisor Group are separate entities from LPL Financial.
Securities Offered Through LPL Financial Member FINRA / SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.