CLIENT LOGIN

If you are already a user, please login through clicking the button below.

Your client portal provides a consolidated view of everything you own, giving you the ability to not only view accounts managed by our office, but to link any outside accounts in one non-transactional, secure site. In addition to being able to see a financial snapshot that is updated daily,  your client portal also offers budgeting and monitoring of spending, and a digital vault as a secure storage facility for your financial documents. 

 

If you would like access, please contact our office by phone at 781.239.1180

or email  and we will provide you with a password and instructions on how

to use the site.

  • LinkedIn - White Circle
  • Facebook - White Circle

Tel: 781.239.1180

Aevitas Wealth Management, Inc.

10 Laurel Avenue

Suite 100

Wellesley Hills, MA 02481

Aevitas Wealth Management, Inc. is a registered investment advisor and offers advisory services.

Click here to read our Client Relationship Summary.

AltWhiteLarge1000x240-1.png

Site designed and maintained by HGX Creative