As you may recall, our long-term portfolio management partner, Capital Directions, merged with Savant Wealth Management in February 2023. One of the final steps in their integration with Savant is transitioning your online client portal to Savant’s infrastructure.
The transition will require your portal to be down for maintenance beginning with the close of business on May 31 and will be available again by end of business on June 3. You will be required to establish a new password the first time you login.
If you are a Kassouf Wealth Advisors client, you received an email May 24 detailing these changes and important action steps. Please reference that email regarding any questions you may have.