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

SBW Top Ten Tax Tips Social Creative- Abstract
19 Nov: Year-End Tax Tips
The end of the year is nearly upon us. While we focus our attention on the spirit of the holiday season, it’s also a great time to assess important aspects of your tax situation. Below is a short list of year-end reminders.