Knowledge Is Power

JPSmoney

Client login to our Wealth Planning Portal.

  • Update your financial information

  • Analyze your reports

  • Access your vault and more

PartnerView

A consolidated view your accounts held with us.

  • Analyze returns over a specific time frame

  • View portfolio value over time

  • See specific account holdings

Wealthscape

Direct login to your Kestra Brokerage accounts.

  • Access statements

  • Access tax documents

  • View cost basis

  • View detailed buy/sell history

As a client of JPStudinger Group, you have access to tools and resources designed to help you reach your financial potential