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Client Center

Welcome to the client center

We welcome our clients to login to their Strongbox Wealth client portfolio & planning portal and Charles Schwab & Co. online access by clicking the links below.

Client Portfolio & Planning Portal

Online Access

Disclosure Documents

Stay updated on our news & commentary

Year-End Tax Tips Thumb Nail
11 Dec: Year-End Tax Tips

Enhancing Online Security – Guidance From StrongBox Wealth During Cybersecurity Awareness Month