Disclaimer

You are now leaving the Azimuth Wealth Advisors public website and will be entering the Azimuth Wealth Advisors’ Client Portal website (“Azimuth Client Portal”). For the convenience of our clients, Azimuth Wealth Advisors makes available the Azimuth Client Portal, which provides a secure access to client account information and the ability to save and exchange documents securely. The Azimuth Client Portal is private-labeled for Azimuth Wealth Advisors, LLC, but is hosted and provided by a third party leading technology firm, yHLsoft, dba Advyzon.  While no data can be perfectly secure, Advyzon maintains industry best practices for securing client data.  Client account information provided on the Azimuth Client Portal supplements what is available through a client’s separate and unrelated login through the Schwab Alliance website. While the Azimuth Client Portal receives daily data feeds directly from Schwab, should any discrepancy exist between the two sites, clients must rely solely on the information provided on the Schwab Alliance site and ultimately clients’ actual account statements provided directly by Schwab.