Client Resources—Your Financial Life. Connected. Access Your Plan, Accounts and Appointments
Welcome to your LEGACYSCULPT™ Client Resource Hub — your all-in-one destination for financial planning tools, secure account access, and real-time advisor support. As a valued client of Eight Peaks Wealth Management, you have access to industry-leading platforms like RightCapital for dynamic retirement planning, Charles Schwab for investment account management, and AdvicePay for seamless billing. Whether you’re reviewing your tax strategies, managing your investments, or preparing for your next planning milestone, everything you need to stay connected and in control is right here.
Schedule your LEGACYSCULPT™ Meetings
Stay connected and on track throughout the year with our customized LEGACYSCULPT™ planning cadence. Whether you're preparing for a major milestone or just need quick support, you can easily book time with us using our dedicated scheduling page.
View Your Financial Planning Portal at RightCapital
Track your goals, accounts, and financial projections in one secure place. RightCapital is where your personalized plan lives and evolves. Use this portal to view your progress, explore what-if scenarios, and stay aligned with your LEGACYSCULPT™ strategy.
Access Your Accounts with Charles Schwab
Access your Charles Schwab accounts to view balances, statements, tax documents, and performance reports. This is your direct line to your portfolio. We partner with Schwab because they are a trusted industry leader for your investment accounts.
Securely Manage Your Billing with AdvicePay
Access AdvicePay to view invoices, make payments, view client agreements and manage your payment preferences — all in one secure location, accessible anytime. AdvicePay is designed to make your experience simple, transparent, and efficient.
