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Client Portal

A central place for our clients to access investment accounts, review portfolio performance, or gain access to the financial planning portal.

Account Access

Click one of the logos below for access to your account:

Albridge Wealth Reporting

Client access to detailed investment reports. If you don't have a login, ask your advisor for an invitation to register.


Voya Advisory and Brokerage account access. View your accounts, and all of your formal Pershing and Voya account documents.

NetX Login

Voya Retirement

Access all your Voya accounts in one place: 401(k) or 403(b), 457), Select Advantage IRA, Voya Advisory account, or a Voya annuity.

Voya Login

MoneyGuide Pro

Reserved for clients seeking comprehensive financial and retirement planning. If you've registered, you may login here:

MoneyGuidePro Login