top of page
FOR CURRENT CLIENTS
ACCOUNTS
Your accounts are held at Altruist, an independent qualified custodian. Securely sign in there to see holdings, performance, transfers and documents.
Altruist Financial LLC is not affiliated with Longevity Wealth Advisory, LLC. Your credentials are entered in Altruist's secure login--we will never ask for your login credentials.
Client Portal
Two things live here: secure access to your accounts and statements, and a direct line to my calendar.
SCHEDULE
Pick the kind of meeting you need. These slots are reserved for existing clients and will bring you to my live availability.
30 min
Our regular cadence. Portfolio, tax, and estate review. Come with any recent life updates!
1 hr
bottom of page