Seattle Client Login

Choose one of the options below. 

1

Portfolio Portal (Tamarac)

View your Investment Portfolio information in a safe and secure manner.

4

Fidelity Login

Login directly the Fidelity site. 

2

Contact Us

Send us an email or call us at 206.729.1700. For a new invitation to setup one of your portals, click here

Learn More About Our Portals

In 2019, we introduced some enhancements to our client portals that  provide you the ability to view both your Financial Planning information along with your Investment Portfolio information in a safe and secure manner.

Click here to learn more. 

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