General Transition Questions

What is happening to Private Wealth Management & Consulting?

Private Wealth Management & Consulting is transitioning to become part of U-Vest® Financial as a partner firm, using LPL Financial as its broker-dealer and RIA. This means our team will gradually migrate to operating under the U-Vest® Financial brand, continue serving you with the same team while adding additional resources and support behind the scenes.

Why is PWMC making this transition to U-Vest®?

This transition allows us to enhance the resources, technology, and support available to our clients while maintaining the high level of service and personal relationships you value. It also strengthens our long-term continuity and contingency planning, ensuring you and your family are supported not just today, but well into the future. This is a step forward for our firm.

Will anything change for me right now?

No, there are no immediate changes to your accounts or how we work together, and you will continue working with your current advisor. Eddie and the team remain the same and will continue to serve you under U-Vest® Financial. Our goal is to make this transition as smooth and seamless as possible.

Are you changing office location, phone number, or email?

No. Our office location, phone number, and primary contact methods will remain the same for now.

1680 Metropolitan Circle, Tallahassee, FL 32308

850-692-2500

Do I need to do anything right now?

Yes, all clients will need to take a few simple steps as part of this transition. You will receive an email with instructions to set up access to a new client portal. This process is quick and requires minimal information.

Please be sure to check your inbox (and your junk or spam folder if needed) for this email. If you do not receive it, we are happy to assist you.

Account Access & Technology

What is happening to eMoney?

As part of this transition, we will be moving from our current eMoney system to WealthVision, which is simply LPL Financial’s version of eMoney. This means the overall planning experience will remain the same.

During this transition, access to your current eMoney login will be limited and eventually deactivated, but all of your information and financial plans will be securely transferred.

What happens to my financial plan and data?

All of your current eMoney data, including financial plans, will be securely transferred to WealthVision, which is LPL Financial’s version of eMoney. You will access this via your Account View portal. 

What is WealthVision?

WealthVision is LPL Financial’s version of eMoney. It is the same financial planning system you are used to, simply accessed through LPL’s platform.

To access WealthVision, you will first need to set up an Account View account, which we will prompt you to do via email.

How will I set up my Account View account?

All current clients will receive an Account View Activation email at their primary email address on file.

To set up your account:

• Click the link in the email
• Complete your profile
• Create a username and password

What if I don’t receive my activation email?

Please check your spam or junk folder. If you still don’t see it, contact our office, and we’ll be happy to help.

Will I receive emails from new or unfamiliar addresses?

Yes. During the transition, you may receive emails or portal invitations from:

• @u-vestfinancial.com
• @lplfinancial.com

These are legitimate and are from members of the U-Vest® and LPL teams assisting with the transition.

Accounts & Custodians

Will my investment accounts change?

No major changes to your underlying accounts are expected. Your assets will remain with their current custodians or insurance providers.

Will my login credentials for my accounts or account numbers change?

No. Your direct online logins with account sponsors are not expected to change.

This includes:

• SEI (SEI Connect)
• American Funds
• NFS (Wealthscape)
• North American
• Lincoln
• Nationwide
• Corebridge
• Allianz
• Jackson
• Transamerica
• and others

Will I need to sign paperwork?

Yes, all clients will need to complete paperwork as part of this transition. The process is simple, and we will guide you step by step to make it as easy as possible.

Service & Relationship

Will my investment strategy change?

No changes will be made without discussing them with you first. Your strategy will continue to be based on your individual goals and financial plan.

Will my fees change?

There are no immediate changes to fees as part of this transition. Any future changes would be communicated clearly in advance.

Who should I contact with questions?

Please reach out to our office at any time. We’re always happy to talk through anything with you.

Transition & Security

Is my information secure during this transition?

Yes. Your personal and financial information remains secure. All transitions are being handled in accordance with industry standards and best practices.

What should I expect next?

Over the coming days, you may receive:

• An Account View activation email
• Communications from PWMC, U-Vest®, or LPL
• Updates regarding system access

We will continue to keep you informed every step of the way.

What does this transition mean for me long term?

This transition allows us to continue delivering the personalized service you expect, while gradually enhancing the tools, technology, and support available to you. Over time, this will help us provide more efficient service, improved planning capabilities, and an even stronger foundation to support your long-term financial goals. This will also strengthen our ability to provide continuity and contingency planning for you and your family.