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 Scholars Choice Accounts
The Scholars Choice Education Savings Plan is one of the largest financial professional-sold 529 plans dedicated to helping solve your education savings goals. In fact, Scholars Choice is dedicated to making it easier for you and your loved ones to pay for an education.
Access to Your MoneyGuide Pro Account
From foundational to sophisticated planning, easily engage clients through micro and holistic planning experiences.