top of page

Client Log in

shutterstock_93517867.jpg

1

FWA Client Portal
(Right Capital)

Our client portal serves as a communication hub for us. Here you will be able to:

  • See a dashboard summary of key financial data points

  • Access the financial plan we will build for you

  • Exchange documents with your planner in secure, encrypted vault

​​

2

Betterment Investment Portal

The Betterment investment portal provides access to your important investment information including: 

  • Account balances, holdings and investment performance

  • Goal tracking

  • Maintain your investments and high yield cash savings all in a single place

​

3

GeoWealth Portal for Schwab Accounts

In the GeoWealth portal you can view real-time performance information for your accounts.

 

You can also review a breakdown of your investment fees each quarter.​

​

​

Folsom Wealth Advisors, LLC

(916) 234-0224

support@folsomwealthadvisors.com

  • Instagram
  • LinkedIn

ADV |  Privacy Policy | Disclosures

​Folsom Wealth Advisors, LLC is a registered investment adviser in the States of California and Washington, and in other jurisdictions where exempt from registration. Folsom Wealth Advisors, LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

​

©2025 by Folsom Wealth Advisors, LLC

bottom of page