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.
Besides the P&A Client Portal, you can access your account information through Charles Schwab’s website, Schwab Alliance, by clicking the button below.
Get P&A's monthly email!
A big part of our job is educating and informing our clients. We do this is many ways, one of which is via our monthly client email. You’ll get our thoughts on the markets, some planning ideas, recent changes that may affect you, and even lighter fare, like book and movie reviews.