As a Turning Pointe Wealth Management client, you have access to TPConnect, your own personal financial website where you can track your investments & savings, review your spending and keep important documents.Log into your personal website. If you don't have one and want to learn more, contact us.
AssetMark For those who have investments held separately on the AssetMark platform.
NetX Client For those who have investments held at Pershing.
Northwestern Mutual To access your Northwestern Mutual Annuity, 401(k), or Life Insurance policy.
One America Clients can access their Retirement Accounts, Life Insurance or Annuities by selecting your account from the Account Access box on the upper left corner of the page.
- Smart Bond Investing Accrued Interest Calculator
- Retirement Calculator
- College Savings Calculator
- Loan Calculator
- Savings Calculator
- 401(k) and IRA Minimum Required Distribution Calculator
Client Forms: Click Submit at the bottom of the form and it will be delivered securely to us.
- Update Contact Information Form- Have you had changes in address, job, or other life events? Let us know!
- New Client Information Form - If you are new to working with us or would like to become a client, please complete this and Submit.
- Pre-Review Worksheet - For existing clients to complete prior to review meeting. You may use this and Submit it to indicate that you would like a review appointment.