To my existing clients, please communicate with Michèle to obtain your userid and password, if you do not already have a userid and password set up, so that you too can access your accounts via this site.

If you are currently seeking a new wealth management advisor, simply go to the Contact Us tab and let us know!  It would be our pleasure to communicate with you in a timely fashion to explore the possibilities.  There is no cost to sit with us and discuss how we could be of service in providing solutions to you and your family.