Transitions Wealth Advisors
1100 Lincoln Ave. Suite 241 San Jose, CA 95125   (408) 357-7762
1100 Lincoln Ave. Suite 241
San Jose, CA 95125  
(408) 357-7762
  • Our Story
    • Why Choose Us
    • Who We Serve
  • Your Team
    • Shawn Okumura
    • Giulio Cannatello
    • Phuong Mai
    • Noah Gear
    • Catherine Stieber
    • Ashlie Romero
  • Our Approach
    • Investment Philosophy
    • How We Are Compensated
    • Strategic Relationships
    • Our Guidelines
  • Resources
  • Contact
  • Account Access

Account Access

Access account information (e.g., current account value, trade activity history, etc.), monthly account statements and tax documents, or go paperless, with Wealthscape.

Wealthscape

Access a comprehensive portfolio performance view of various asset holding accounts that include select 529 plans, annuities and alternative investments.

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Transitions Wealth Advisors
 
1100 Lincoln Ave. Suite 241
San Jose, CA 95125
Phone: (408) 357-7762
Fax: (669) 999-1914
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  • Our Story
  • Your Team
  • Our Approach
  • Resources
  • Contact
  • Account Access

©2020 All rights reserved.
To access account information
(e.g., current account value, trade activity history, etc.),
access monthly account statements, access tax documents,
or to go paperless, click here:

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Investor Disclosures

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Transitions Wealth Advisors is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advise.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 737-443-2582.

Fidelity Investments and Fidelity InstitutionalSM (together "Fidelity") is an independent company, unaffiliated with Kestra Financial or Transitions Wealth Advisors. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Transitions Wealth Advisors and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 831385.4.0