Welcome to Your Client Portal!
From here, you can securely access tools to view your financial plan and track your investments.
Your information is fully protected. RightCapital and Altruist (our independent non affiliated custodian) use advanced encryption to ensure your data remains safe and secure.
Use the options below to log in to the appropriate tool:
Manage Your Financial Plan
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Track your financial goals with real-time updates.
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Upload and securely store important documents.
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View all your accounts in one place with account aggregation, giving you a complete picture of your financial health.
Track Your Investments
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Monitor your portfolio’s real-time performance and account balances.
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Access important tax documents, statements, and transaction histories with ease.
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Gain insights into your investment strategy and allocation with intuitive, detailed tools.
Still have questions?
We’re here to help! If you need assistance accessing your account or choosing the right tool, don’t hesitate to reach out. Email us at info@altruistwm.com or call at 704-885-0966.
Your financial journey is our priority, and we’re always happy to guide you!