Welcome Back
Your client portal for managing wealth with intention. Access your financial plan, review your investments, connect with your advisor, and find the resources you need to build a life aligned with your values. Because financial clarity means more time for what truly matters.
We're Here When You Need Us
Have questions? Ready to review your financial plan? Book time with your advisor to discuss what matters most to you.
Access Your Accounts
Financial Planning
View your comprehensive financial plan and track progress toward retirement, savings and life goals in RightCapital.
Performance Reports
Monitor portfolio performance, review investment analytics, and access detailed account statements through Capitect.
Investment Management
Log in to your Charles Schwab brokerage account to view holdings, manage investments, and execute transactions.
Resources & Support
Quick access to FAQs, important links, and helpful guides.
Charles Schwab
Taxes
RightCapital
Page Last Updated: 12.17.2025