Life Events

SecureSend

The SecureSend Vault is an electronic file exchange service that enables our firm and clients to securely send and receive any large documents.  

The files are securely delivered, automatically tracked, and once completed a delivery notification is emailed to the recipient efficiently.


Securely Send Us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. The selected firm member will be notified once your file upload is complete.

Alternatively, you may also login to our Secure Client Portal to send us a file. If you do not currently have a Portal Account, you may register for one here.