Client Resources

We strive to be the resource for all of your financial needs. Please see the below websites to access your account balance, enhance your knowledge, and learn the latest market information.


Client Account Access

Click here to view your CIRStatement

Click here to view Wealthscape InvestorSM

Click here to view SEI

Click here to view Brinker Capital

Click here to view Lockwood Investments



Click below for news and updates from Pierce Financial for plan sponsors and fiduciaries of defined contribution plans:

September 2021 Retirement Times

August 2021- Retirement Times

July 2021 – Retirement Times

June 2021 – Retirement Times

May 2021 – Retirement Times

April 2021 – Retirement Times



Click to view Archived Newsletters