Make informed decisions about your finances

Access my accounts

Click on links below to access your accounts and financial plan.

Main Client Portal

View portfolio allocation, holdings, performance, brokerage statements, and tax documents.

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Moneyguide Pro

View your financial plan, update goals & resources, and access planning tools.

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TD AMERITRADE AND INSTUTIONAL

Direct access to your accounts.

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Charles Schwab

Direct access to your accounts.

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Fidelity

Direct access to your accounts.

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Copyright 2018, Twin Peaks Wealth Management, LLC. Securities offered through TD Ameritrade. Member FINRA | SIPC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The ChFC®, CASL®, and CLU® are the property of The American College, which reserves sole rights to their use, and are used by permission.

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