client access
Access Your Account
For clients of Divvi Wealth’s comprehensive Wealth Management services, Asset Management services, Financial Planning, and/or clients utilizing Charles Schwab as custodian for their assets.
Want to go direct to Schwab? For clients of Divvi Wealth’s comprehensive Wealth Management services or Asset Management services using Charles Schwab as custodian for their assets.
Familiar with the Altruist app but looking for web access? Here you go! For clients of Divvi Wealth’s Asset Management services using Altruist as custodian for their assets.
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refer a friend
A client referral is the highest compliment we can receive.
Did you know the most common way people find a wealth advisor is via a referral from a family member, friend, or colleague?
If you have been happy with how we work together and know of others we should meet, click the button below to reach out to the team. We will follow up with you to discuss the most effective ways to connect us with others.