Client Access

Wealth Management Clients

For our Wealth Management Clients, please see the link below to login to your client portal, The FirstWave Pipeline. Here you will find account details, information, and communications from your FirstWave team. For your convenience, we’ve also included the Schwab link for access to your individual accounts. If you are unsure where your accounts are held or have any questions, please contact our office to speak with Leslie Carlson, Vice President of Client Operations, and she will be happy to assist.

Retirement Plan Participants

For our Retirement Plan Participants, please see your links below to login to your accounts. If you are unsure where your accounts are held or have any questions regarding your accounts, please contact our office to speak with Laura Fedorenko, Client Service Associate, and she will be happy to assist.