Client Login
Your accounts and your plan, in the same two places we use when we work together.
Charles Schwab
Your accounts at our custodian: balances, positions, statements, tax documents, and money movement.
Financial Planning Portal
Your full financial picture: net worth, linked accounts, cash flow, and the plan we review together. It updates as your life changes.
Log in to your Planning Portal
Estate Planning Portal
Your estate documents: create or update your will, revocable trust, powers of attorney, and healthcare directives, and keep the executed copies in your secure document vault.
If you bookmarked the Client Center on our previous website, this page replaces it.
Trouble signing in? Call (508) 258-9195 or email mark@longpointwm.com and I will sort it out with you.