Skip to main content
menu
Quarterly Look Ahead     podcastyoutube-channel 
  • Home
  • About
    • Our Team
    • Your Financial Planning Process
    • The CFP Board’s seven steps to Financial Planning
    • FAQ's
  • Our Services
    • Financial Planning
    • Asset Management
    • Estate Planning
    • Planning for Business Owners
    • Employee Benefits
    • Tax Planning
  • Resources
    • 2026 Tax Guide
    • Financial Calculators
    • Secure 2.0 Act Overview
    • Useful Links
    • Blog
  • Media
    • Podcast
    • Youtube Channel
  • Client Portals
  • Form CRS
  • Get in Touch

Client Portals

Portfolio Reports

CIRStatements; Account Reports for Rates of Return, & Asset Allocations

Contact Office for Initial Access

Wealthscape Investor

NFS Account Reports, Statements & Tax Documents

Online Enrollment >

Navigation Guide >

Client Vault

CLIC Client; Secure Document Sharing & Storage 

Contact Office for Initial Access

SEI Access My Portfolio

SEI Account Reports, Statements & Tax Documents

Contact Office for Initial Access

Orion

Orion Account Reports, Statements & Tax Documents

Online Enrollment >

Office

87 Willimansett St
South Hadley MA 01075-3038

Contact Info

Phone: 413-552-3669
Fax: 888-314-7069
Contact@privatefinancialdesign.com

Get in Touch

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer. Member FINRA & SIPC  Advisory Services through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Private Financial Design, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. Cambridge’s Form CRS (Customer Relationship Summary)

Financial professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

© 2026 Private Financial Design, LLC. All rights reserved.