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.




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