This section is reserved for clients of Dietz Wealth Management Group. You will need your Client User ID and Password to access information provided by each link. If you do not have your Client ID and Password, or you have misplaced them, please call us or send an e-mail.
Access Your Private Client Website:
Access to SEI Private Trust Account:
Performance Reporting:
Our Wealth Reporting service will allow you to view consolidated wealth reports for every asset Dietz Wealth Management group is authorized to manage. It will provide individual account reporting as well as annualized returns for your entire household. You can access your Wealth Reports anytime from anywhere in the world through their secure website.
Links to other sites can be accessed through this website. Such external linked internet sites contain information created, published, maintained or otherwise posted by organizations independent of this company. This company does not endorse, approve or certify any information, products or services described at such addresses. PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.