Client Login

Charles Schwab Alliance Login: Please sign in here to access your Schwab accounts only. Once assessed you will have detailed information such as account history, cost basis, holdings and etc.


 

TD Ameritrade Login: Please sign in here to access your TD Ameritrade accounts.




LWM Financial Planning Website: Provides you with access to our full suite of financial planning tools, such as aggregation of accounts under LWM management as well as accounts not under management at LWM. In the financial planning log-on you can enter personal financial data and run reports to see your net worth, retirement cash flow, and much more.





LWM Performance and Reporting Portal: (only for clients with assets under management) Provides you with access to your quarterly performance, allocation and top holdings reporting. Each quarter LWM clients will receive an email notice when their newest report has been posted to this portal.






Plan Sponsor 401(k) Fiduciary File Log-on: 401(k) Plan Sponsors can access their electronic fiduciary file here. Once signed on please proceed to VAULT in the menu bar





 

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@labrumwealth.com or call us at 760-707-5555 today!


We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Have Questions for us?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

At Labrum Wealth Management, we offer you the following services:

(Click the images below to learn more about each service)

Annuities

Wealth Accumulation

Asset Protection

Life Insurance

Retirement Income Strategies

Tax & Estate Planning

Long-Term Care

IRA & 401(k) Rollovers

IRA Legacy Planning

Investment Management

Financial Planning

401(k) & Business Retirement Plans

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Get access to our helpful retirement kit, which includes three guides that address topics you should consider when planning your retirement.

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