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Wealth Management Solutions

Portfolio Account Link (PAL) – our former client portal. Global Wealth Access (GWA) – our new client portal. See instructions below. Thank you.

Contact Us

  • Phone: (518) 363-8698
  • Location: 990 State Route 67, Ballston Spa, NY 12020
  • Mailing: PO Box 70, Ballston Spa, NY 12020-0070

For your January 2023 and all future statements, please use the following login link to access Global Wealth Access (GWA).

If you have trouble accessing the new site or have questions, please contact us at (518) 363-8698.

No Bank Guarantee Not FDIC Insured Not a Deposit
Not Insured By Any Federal Government Agency May Lose Value including Loss of Principal

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