AEPG Client Access Portal

If you are an AEPG client AND have received a Username and Password from your AEPG Financial Life Planner – click the link to login and access your online myWealthStrategies or Investment Report account. Be sure to check out our mobile app links below for access to your accounts on the go.

*Access is permitted only to AEPG clients who have received a user name and password from AEPG Wealth Strategies.



Log in here for your consolidated personal information and financial plan.


Log in here for your monthly investment reports.


Interested in going mobile?

Access this page on your mobile device, and click the platform best suited for your device. You can also go to the Apple App / iTune Store or Google Play directly and search for AEPG. Once you download the app on your phone, open the app and login using your AEPG Username and Password!


Need Assistance?

We are happy to help! Please contact Suzanne Morella (or your Financial Life Planner) and we’ll have an experience AEPG Technology Representative assist you as soon as possible.


Phone: 908-757-5600