Client Accounts Access Your Charles Schwab or TD Ameritrade Accounts Here

Client Account Access

Charles Schwab ("Schwab") and/or TD Ameritrade is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. "Piermont Wealth Management Inc." is independently owned and operated. Schwab and/or TD Ameritrade neither endorses nor recommends any particular advisor or investment strategy. "Piermont Wealth Management Inc." provides investment advisory services for your account. Schwab and/or TD Ameritrade has agreements with "Piermont Wealth Management Inc." under which Schwab and/or TD Ameritrade provides "Piermont Wealth Management Inc." with services related to your account. Schwab and/or TD Ameritrade does not review the "Piermont Wealth Management Inc." Web site, and makes no representation regarding the content of the Web site. The information contained in the "Piermont Wealth Management Inc." Web site should not be considered to be either a recommendation by Schwab and/or TD Ameritrade or a solicitation of any offer to purchase or sell any securities.

To access your Charles Schwab and/or TD Ameritrade client account, click the link below:

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What You Can Expect

When You Work With Piermont Wealth Management
  • A team of financial professionals with more than 25 years of experience.

  • Unique counsel and guidance from an attorney turned Certified Financial Planner®.

  • Comprehensive financial planning services for any investment portfolio.

  • Independent advice that adheres to all state laws and federal regulations.