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

Cyber Security Hacker
06 Apr: DIGITAL SECURITY BASICS

Do the words phishing scams, multi-factor password authentication, software updates, public wi-fi networks, firewalls, and encrypted browsing have you searching…

Unchanged Federal Reserve
03 Feb: “Unchanged”

Income investors will continue to face ultra-low interest rates as the Federal Reserve Bank (The Fed) has recently announced they…