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Wealth By Design Center

Our Wealth by Design Center is an online resource where you can aggregate all your accounts to create a living balance sheet. You can also use the Wealth by Design Center as a safe and secure personal online vault for all your important documents that you can access whenever or wherever you need them.

The available services include:

  • Personal website with 24 hour access to all of your financial information
  • Account Connections
  • Alerts to let us know of important changes in your accounts
  • Online Vault for storing documents
  • Frequent flyer account mileage tracking system

The Wealth by Design Center employs the most advanced security features and protocols to keep your data safe, private, and secure by using the highest level of encryption currently available today. The Wealth by Design Center is VeriSign certified to be hacker safe. Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system, i.e. the website is non-transactional.

Client login

Before logging in, please request an ID and password by emailing us at

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