Use the button above for client accounts managed by Penney Financial, LLC and held at Charles Schwab.
We are completely independent of Charles Schwab and only serve as an asset manager for our clients. You can access statements, tax documents and transaction history for all Schwab accounts.
The Client Portal is the pinnacle of wealth management oversight; it allows you to see your entire financial picture at once -- including businesses, Trusts, real estate, etc.
Use this portal to view your net worth, run financial planning reports, securely share files and manage a budget all in one place.