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Introducing Wealth Access

Your Personal Financial Dashboard



Need to Setup an Account?

We can help.

In our continual effort to better serve you, we are pleased to announce the release of Wealth Access, our new online portal that helps both you and Strategic track your complete financial picture. We hope that you will find Wealth Access to be a valuable upgrade from the current system.

If you have already received your new login information simple click on the button at the top of the page and you will be directed to the Wealth Access login page. If yet to register for new please complete the request form below. Within 24 hours, you will then receive an invitation from Wealth Access, (coming from Email: to get you set-up on the platform.



About Wealth Access