Access to Your Accounts 24/7
Access to All Accounts in One Place
Tired of logging in to 5-10 websites to review your finances?
Let's look at your account at a high level. Accessible to you 24/7.
All clients are offered a free, secure & intuitive online dashboard to be able to consolidate all of their financial accounts in one place.
eMoney = an aggregate for your accounts.
In addition, stay protected, proactive, and prepared.
eMoney also provides you an online vault that allows you to safely store sensitive documents (passports, drivers license, estate plans, wills, POAs, final wishes, etc.) and be able to safely share sensitive documents with those you trust and love.
Access to Your Assetmark Accounts
AssetMark empowers Leigh Wealth Management Group to use cutting edge technologies and strategies to manage our clients' portfolio.
Access your personal AssetMark account here.
Enjoy white glove service with our goal-based financial planning, time-tested strategies and thorough research.
Easy Access to Your NFS / Wealthscape Accounts
Wealthscape is a useful tool to be able to download statements and your 1099s.
Easily login and review at a glance.
Most clients will navigate to the Wealthscape tab to be able to review their NFS accounts and statements in detail.
Resources to Continue to Inspire, Motivate, Empower and Educate You.
We have designed our site to improve the level of service we offer, give you access to tools and resources, make it easier to get in touch, and provide you with valuable financial information.
In addition, our site features hundreds of videos, articles, and calculators to educate, entertain, and empower you!
Simple Links to Navigate Resources for You:
- Prefer to browse, we're here for you: Helpful Articles
- Prefer to watch videos, we're here for you: Helpful Videos
- Love numbers, & "what if's", we're here for you: Helpful Calculators
- More of a "learn at your own pace" person? We're here for you: Helpful Presentations
Confidential Questionnaire
In order to be able to address your unique financial story, we invite you to fill out our Confidential Questionnaire.
Share as little or as much as you feel comfortable doing. Our goal is to make this a valuable experience that is easy.
The information shared will allow our team to design a custom financial plan for you. Therefore, the more you share, the more we are able to create a high level, accurate plan.