Client Login

Welcome to the Credent Wealth Management Client Portal, where you will find everything you need to log in to your accounts, review your plan, and track your investments.

Credent Wealth Portal

Receive your financial plan and access your Credent Wealth Management account summary, statements, and tax documents all in one location.

Charles Schwab

Access all of your Charles Schwab accounts, track your investments, or review your Schwab statements and tax documents.


Access Account View at LPL to view all of your LPL accounts, track your investments, or review your LPL statements and tax documents.

Legacy for Life®

Access Legacy for Life® powered by eMoney. One of the most powerful financial tools in the industry, this software allows you to view your financial plan.