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Client Center

We're here every step of the way to help you achieve your goals and feel Absolute Confidence. Unwavering Partnership. For Life.

Access Your Live Well Dashboard

Click the Investor360°® button below to access your dashboard.

New to Investor360°?

Watch this short video to learn how to get the most out of your Investor360° experience.

Need Online Access to Your Investor360° Account?

Provide your information below and your dedicated Client Experience Team member will reach out shortly to give you access.

Have a quick question about your account or need to transfer money?

Reach out to our Client Experience Team by emailing clientservice@whzwealth.com or calling (860) 928-2341.

Is there an update to your financial plan or are you making a big financial decision?

Catch up with your advisor by setting an appointment below. Simply select your advisor, and then choose your meeting format and time.