Client Login

At Optivest, we prioritize you, our clients, above all else. We want to make it easy for you to gain access to your financial plan, investment information, and more.

To stay up-to-date on your financials, please use the links below and contact us if you have any questions.

Client Portal

Our client portal has your household financial accounts all in one place; direct investments and those accounts custodied at Charles Schwab. Keep an eye on your accounts’ activity by logging in here.


Don’t lose sight of your big financial picture. Make sure you’re on track to meet your goals by viewing your OptiPlan.