See Your Net Worth

See all your accounts in one place with one password

No more multiple URLs and passwords. Your personal financial website securely connects all your accounts in just minutes. See your Windgate Portfolios, 401(k) accounts, bank and brokerage accounts altogether to view your total net worth.  This one stop window for your entire financial picture – not just your accounts at Windgate– guides our investment approach and lets you plan for your goals accurately.

Click here to login to your personal financial website.