Your Advisory, Investment Management and Client Services teams are not changing!
We are merely in the process of transitioning Custodians.

Some accounts currently remain at Pershing, LLC, and others are already transitioned over to Charles Schwab & Company. For each of us here, transferring those accounts remains a high priority. For client accounts, we have our own proprietary website for client accounts and reports. Black Diamond is the company that creates reports as well as provides other information you may find useful.  We are excited and pleased with the reports and we believe you will be as well. We apologize for any inconvenience. Please call us if you have any questions.

The New St. Germain client portal. Log-in HERE.

FOR ACCOUNTS AT PERSHING, LLC, PLEASE CLICK HERE.

FOR ACCOUNTS AT SCHWAB, PLEASE CLICK HERE. 

We’re still here and here to stay!

If your financial advisor previously prepared a financial plan for you, access the e-Money portal by CLICKING HERE.

The most recent issue of Leading Investors [2023 3rd Quarter): PLEASE CLICK HERE

Recall Mike Matty’s article about this transition in our 2023 First Quarter Newsletter. PLEASE CLICK HERE