Client Login

Wealthscape Access Accounts starting with JAV; HTM; HV7; HT4; MQ3: BMA; NDP
Choose Register on Login Page for information to set up Online Access
Helpful Guide to Setting up Access

American Funds
Registering for access is easy. Many available self-service options available to invest, take distributions, and update bank information.
Choose New User? to Register for Access

Wealth Management Website Financial Planning Client
Click link below for Information about Linking your accounts
MassMutual provides you the ability to make payments online as well as update bank information for monthly premium. For your convenience, here are the links to make these changes. If you have additional questions, please feel free to contact our office at 615.309.6307.