Client Access

Welcome to the Client Connection page.

By clicking a links below you will leave Golub Group’s Website and will be entering into third party sites. If you forgot your password, you can click “forgot password” and the system will send a temporary password to your email that we have on file.

Tamarac provides a secure site for Golub Group’s clients to view their investments and retrieve secure communications from Golub Group, but is not affiliated with The Golub Group’s or any advisor(s) whose name(s) appear(s) on this Website.

Investment Portal

Welcome to Golub Group’s Financial Planning site. If you do not yet have access to our new digital wealth management platform, please contact your advisor. Start a plan for the future today.

Planning Portal