ACCOUNT ACCESS

eMoney is a web-based tool providing account aggregation so all of your investments can be viewed in one comprehensive, convenient and secure portal. This includes a digital vault so you can store important documents and access them from anywhere in the world. It’s like having a file drawer and a bank safety deposit box together online. By combining investments on this one platform, we can generate aggregated analytical reports to monitor, track and address your needs. From analytics to cash flow to pro forma modeling, eMoney helps you manage your budget, have information at your fingertips and project future scenarios. 

This mobile-friendly web portal is available 24-7. With Account View you have convenient online access to your investment account information, portfolios, quotes, market performance and news about relevant topics. 

This mobile-friendly web portal is available 24-7. With Account View you have convenient online access to your investment account information, portfolios, quotes, market performance and news about relevant topics. 

Check the background of your financial professional on FINRA's BrokerCheck.​

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor.  Integrated Wealth Concepts, Integrated Financial Partners and Aldrich Wealth Management are separate entities from LPL Financial. 

LPL Financial and Integrated Wealth Concepts do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.

 

I am licensed to transact business in the following states: CT, FL, ME, MD, MA, NH, NY, PA, RI, SC, VT, VA.

Contact

Aldrich Wealth Management

567 Vauxhall St., Ste 121

Waterford, CT 06385

Phone: (860) 574-9601 Ext. 0

Fax: (860) 574-9316

chris.aldrich@aldrichwm.com