A Little About Us
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Access Your P&A Accounts
You can access your account information whenever and wherever you want through your P&A Client Portal. (Clicking the blue button results in leaving the P&A website.)
Access your account information via Schwab Alliance by clicking on the Charles Schwab button below.
If you haven’t set up online access through Charles Schwab, you can do so by clicking the blue button below. As always, feel free to call P&A prior to beginning the setup process and we’ll guide you through the steps.
Get P&A's monthly email!
A big part of our job is educating our clients and keeping them informed. We do this in many ways including via our monthly client email. If you’re interested in our thoughts on the markets, what you can do to enhance your financial future, or how recent changes impact you, then sign up for our monthly email newsletter. We’ll also give you some lighter fare, such as a book or movie review, a recipe, golf tip, or other “just for fun” topic.