Client Access

Welcome to the AEPG Client Access Portal!

If you are an AEPG client AND have received a Username and Password from your AEPG Financial Life Planner – please scroll to the bottom of the page and click the link to login and access your online myWealthStrategies or Investment Report account. We recommend making sure your login works here first, before taking advantage of our mobile app.

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

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!



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

Phone: 908-757-5600




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


Investment Report Login

Log in here for your monthly investment reports.

Note: We have moved to a new portfolio reporting system, and your login may not be active. If you have any trouble logging into the new system please reach out directly to your financial planner, or to Alex Vaccarella.