Client Portal

Secure Access to Your Financial Accounts Anytime, Anywhere

Have A question? Reach out today.

Your Secure Financial Hub

At Grigg Financial, we believe in making investment management simple, transparent, and accessible. Our client portal allows you to track your portfolio, review performance, and manage your accounts—whenever and wherever you need.


Green Screen Sign-Up

A black and white silhouette of an open padlock on a white background.

View GeoWealth client portal for secure, independent account management.



Schwab Log-In

A black and white icon of a graph and a pie chart.

Log into Schwab Alliance platform offering comprehensive investment insights and reporting.