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
By Suzanne WoolleyApril 6, 2023 at 10:00 AM CDTCorrected April 11, 2023 at 2:28 PM CDT Banking turmoil and…
Congratulations to Jon Garlow, CPWA®, AIF®, on completing your certification as an Accredited Investment Fiduciary® from Fi360 (now Broadridge)!…
FIRST QUARTER 2023 RECAP In a nice reversal from last year’s market performance when the S&P 500 Price index was…
top 10 year-end tax tips The end of the year is upon us. While we focus attention on the spirit…