Client Resources
Everything you need to access your accounts, review your financial plan, and stay connected to the work we are doing together. If you have questions about any of these resources or need assistance logging in, contact us directly.
Account Access
Good Life Private Wealth uses Charles Schwab as a primary custodian for its unmatched levels of client and advisor support, broad access to investment products, and dedicated services for high-net-worth individuals and trust accounts. Your Schwab account holds and safeguards your assets independently of our firm.
Good Life Private Wealth uses RightCapital as its financial planning platform for its intuitive technology, robust capabilities, and comprehensive insights. Through your RightCapital portal, you can view your financial plan, track progress toward your goals, and access planning across retirement, tax strategy, and more.
