Guidance on Your Unique Journey Starts Here
Welcome to Vandalia Wealth where choosing the right financial advisor
is simple and empowering.
Click Here to Get Started
Step 1
Visit client.schwab.com and log in with your credentials.
- If you’ve forgotten your Login ID or Password, use the link provided to reset them.
- Don’t have a Schwab Alliance account? Click “New User?” to set up your online access.
Step 2
Under Accounts, click Statements & Tax Forms
Step 3
Click the Brokerage Statement Document or PDF Download link to view your statement.
Your account number is at the top right corner of your statement.
You may also grab your Schwab account numbers by calling Schwab Alliance directly at
1-800-515-2157
Our Advisors
Ian McIlvaine, CIMA®
Chief Executive Officer
Chief Investment Officer
Wealth Advisor
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Chief Investment Officer
Wealth Advisor
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John M. Jones, MBA
President
Chief Operating Officer
Wealth Advisor
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Chief Operating Officer
Wealth Advisor
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Lois A. Crichton
Wealth Advisor
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Michael D. Cavendish, MBA
Wealth Advisor
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Kathy Lester, MBA
Wealth Advisor
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Jason A. Lunsford, MBA, CRPS®, AAMS®, AIF®, PPC®
Partner
Wealth Advisor
Webb Tyndall, CRPS®
Partner
Wealth Advisor
J. Davis Fleming, CFP®
Wealth Advisor
Caleb ‘Chip’ Casto
Wealth Advisor
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Justin Bonavitacola, MBA, CPFA®
Wealth Advisor
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To have a specific advisor reach out to you to help in this process.
To see a simple 3-step guide to get your account information.