Client Resources
Your Schwab Account
Click here to access your Charles Schwab account. You will be redirected to Schwab’s secure login page
Your Nationwide Monument Account
Click here to access your Nationwide Monument Advisor Account. You will be redirected to Nationwide’s secure login page.
Other Client Resources
Discovery Zone
Explore answers to commonly asked questions and dive into our curated collection of insightful articles, tools, and resources.
Financial Calculator
Access great, free calculator tools for a multitude of common financial situations.
Book a Call
Request one of our advisors to call you back. We’d love the opportunity to answer your questions!
Quarterly Update Emails
Clients can use this contact form to request a call with their Advisor or Client Service Associate.
Hours of Availability
We work with clients across all U.S. time zones and will always confirm appointment times in your local time. If you’re reaching out outside these hours, we’ll respond as soon as possible the next business day.
Market Hours: 8:30 AM – 4:00 PM Central Time (CT)
(Active monitoring and trading occur during these hours)
Advisor & Client Service Hours: 8:00 AM – 4:00 PM Central Time (CT)
(We’ll respond to calls, messages, and scheduling requests during these hours)