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Life with Perspective is... accessible.

Anytime, Anywhere Access to Your Financial Life

Client Login: Investment Portal & Document Vault
Convenient, Connected, Secure

Convenient, Connected, Secure

Our investment portal provides secure access to your portfolio and a personal, on-demand look at performance, projected income, allocations, activity, and more. It also includes a document vault that makes receiving, reviewing, and storing important files easy and convenient. Powered by Black Diamond Wealth Platform, it's a great tool to support and nurture two-way communication with your advisor.

Client Centered

Our financial planning portal, powered by RightCapital, features an easy-to-navigate dashboard and easy-to-use tools that provide clarity to your financial situation – elements like retirement planning, insurance needs, debt analysis, and much more.

It all adds up to help provide peace of mind that you’re on track with your goals. It's one more example of the power of  Perspective.

Client Portal Access Acknowledgment: As a client of Perspective Financial Services, LLC (PFS), by signing into your client portal you have elected to participate in the password-protected access portion of PFS’s Internet website. You understand that your participation will allow you to review certain investment-related information published by PFS. This password-protected access is made available to clients of PFS free of charge. This authorization shall continue until canceled in writing. You understand that the password-protected section is a secure website intended only to allow clients access to information relative to their specific account(s). You also understand that you will be assigned an individual password. You agree not to share your password with any other person. You hereby release and hold PFS harmless from any adverse consequences relative to any failure by you to keep the identity of your password secure.