Client Portal

What is Client Portal?

Our first priority is helping you take care of yourself and your family. Client Portal allows for you to have access to your Financial Plan, Account Statements, and Performance Reporting.

Please call us at 440-252-2449 to set up your Client Portal.

Account Statements and Tax Documents

Access your NFS Statements and Tax Document

Access Wealthscape

Performance Reporting

Welcome to your source for consolidated account information. Albridge Wealth Reporting allows you to easily consolidate and organize your investment accounts and generates in-depth compliance ready reports.

Access Performance

Financial Planning and Budgeting

We create strategies that are tailored to your needs and goals.

Access your Financial Plan