Client Portals

As a HighRocks Wealth, LLC client, you have access to your portfolios, reports and financial plans 24/7 with our secure partner tools. Note: links below take you to a secure external site. Log in using the username and password you selected when you set up your HighRocks Wealth account.

Log in to Envestnet to see your accounts, portfolios and quarterly reports.

Log in to Right Capital to see your financial plan, track your progress, and upload new documents.