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3344 Route 9 North
Poughkeepsie, NY 12601

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(845) 454-9000

 

Your Wealth

With "Your Wealth"you have access to a consolidated snapshot of all of your family’s accounts, including where they are and what they are worth each day using one secure login.

Your "Envestnet Client Portal" focuses on helping you achieve financial wellness through a deeper look into your accounts with performance and quarterly market updates. 

To access your personal secure homepage, click "Your Wealth". 

To access your personal Envestnet homepage, click "Envestnet Client Portal".