Information Portals

Beacon Login

Your client portal provides a quick and easy overview of your total household and individual accounts, including holdings, performance, and transactions. Please note that we have transitioned this portal to a new provider as of July 1, 2023. Please reach out Ellen Martin ([email protected]) or Daniel Logan ([email protected]) if you would like to be setup with a new log-in!

Schwab Login

On Schwab’s site, you can find account information, statements, tax documents, make changes to your personal information, update beneficiaries, and more. Of course, we stand ready to help with any changes as well.

Planning Login

In this portal you’ll find information about your financial plan, goal progress, spending (if you’ve chosen to track it there) and a host of reports.