The Living Balance Sheet® is an interactive web-based tool guided by a powerful philosophy to financial decision making. It follows a time-tested process that provides clients financial clarity, organization, and an understanding of how each financial decision affects the other. The Living Balance Sheet offers a holistic overview of your personalized financial picture – and journey – all in one place. The step-by-step approach of LBS shows you the simple logic and order of financial decision-making that help you reach your financial goals.

eWealthManager.com provides access to AssetMark account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust.