The Wealth Management System is our client portal where all of your finances are consolidated into one simple picture. It employs the most advanced security features and protocols to keep your data safe, private, and secure, 24/7/365.

For an overview of the website, click here.

For more info on security, click here.

If you are already registered and wish to log in, click here.

If you are not registered and are interested, please contact our office.

Wealth Management System Overview


















The above link(s) are provided for your information only. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. When you access one of these web sites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We do not independently verify any information given by any third party website. PlanMember Securities Corporation (PSEC) and McCallister Financial Group does not endorse, nor accept any responsibility for the content, products and/or services provided at non-PSEC or McCallister Financial Group. Some information contained on these site(s) are provided by third parties. We do not independently verify this information, nor do we guarantee its accuracy or completeness.