Client Center

Welcome to the Eastwood Wealth Management Client Center, and thank you for allowing us to serve your family!  In addition to viewing your accounts, you will also find dynamic tools and resources to better manage your financial life. 


AccountView and WealthVision

We believe you should always know where you stand financially. For this reason, we offer Account View, our account viewing software, and WealthVision, our financial planning software, to clients. In one convenient and secure location, your total financial picture is at your fingertips and can be viewed online with a computer, tablet or smartphone. This is a value added service provided to Eastwood Wealth Management clients at no additional charge.

Your personal homepage connects nightly with your financial assets and liabilities to report updated balances from the prior business day. The service can also house copies of your most important documents such as wills, trusts, powers of attorney, tax returns, deeds to real estate, insurance policies, beneficiary designations, etc. Our online depository is password protected and encrypted with the latest technology to offer you and your family the highest security possible.

Financial Planning and Calculators