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Client Logins

Access your accounts:


Charles Schwab

View your account balance(s) and account information within Charles Schwab.

Log in

Zoe Wealth Platform

View your account balance(s) and account information within Zoe.

Log in

eMoney Client Portal

Access your financial planning portal to see aggregated account balances, spending analytics, plan progress, and more.

Log in

WGCA Investment Portal

Access your WGCA consolidated portfolio and view account balance(s), positions, transactions, and quarterly reports.

Log in


Questions? Fill out the contact form below or reach out to your advisor.



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