Account Lookup

eMoney Wealth Management System Login

Our Wealth Management System serves as the hub of our clients’ financial information. On your Personal Financial Homepage, your net worth is calculated and displayed on a daily basis along with a summary of all your assets and liabilities. This sophisticated technology, coupled with our years of experience, enables us to provide you with comprehensive financial advice.

Account Aggregation

Account aggregation technology enables us to link all of your assets and liabilities to one web page regardless of where the accounts are held, including 401(k)s, brokerage accounts, annuities, mortgages, credit cards, life insurance, as well as checking and savings accounts.

Financial Planning

Within your homepage are financial planning tools that enable you to examine your financial situation. For example, you can run a retirement analysis to determine if you are on track to meet your retirement goals. In addition, you can quickly view and print many useful reports such as a net worth statement or a cash flow projection.

The Vault

The Vault is your online secure storage facility that stores and protects your valuable personal documents such as wills, trusts, insurance policies, and passports in an electronic format.



Schwab Login

Use this link for 24 hour access to your accounts.

IMPORTANT NOTICE: You are now leaving the "Schwallier Wealth Management LLC " Web site and will be entering the Charles Schwab & Co., Inc. ("Schwab") Web site.

Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. "Schwallier Wealth Management LLC" is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. "Schwallier Wealth Management LLC" provides investment advisory services for your account. Schwab has agreements with "Schwallier Wealth Management LLC" under which Schwab provides "Schwallier Wealth Management LLC" with services related to your account. Schwab does not review the "Schwallier Wealth Management LLC" Web site, and makes no representation regarding the content of the Web site. The information contained in the "Schwallier Wealth Management LLC" Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.