Wealthscape Investor
For NFS accounts you can set up a Wealthscape Investor account viewable by internet browser and mobile app. This portal allows free online access to your account data, including historical statements, order status, trade confirmations, and tax documents. Simply click on the link below to be directed to this site.
For technical support you can call 1-800-720-4003 x4 or reach out to us directly.
eMoney
For our clients with multiple accounts inside and outside the NFS household we offer an alternative platform through E-Money. An E-Money profile allows you to add personal accounts such as savings and checking, property and casualty policies and employer sponsored retirement plans. You can have all of your financial accounts under one sign on for a comprehensive view of your assets. If you would like to be added to this platform please contact our office. If you have already established access you can click on the link below to be directed to this site.
How to Retire Early
The Sequence of Returns
Before Your First Meeting
Before our first conversation, we encourage you to take a few moments to reflect on your financial vision. As your fiduciary partner, our goal is to build a strategy that serves your life, not just your balance sheet.
