Client Access

ONLINE ACCOUNT ACCESS

For your convenience, we have established the following links that allow our clients to access various resources to view their accounts online, manage household finances, gain direct access to investment platforms, and seek guidance on employer-sponsored retirement plans.

The "My Wealth" management portal is a dynamic tool that updates daily. You have a holistic view of everything you have in one place so that you can easily organize your financial life. Watch the video below to learn more.

Black Diamond Wealth Platform is our online account service that allows you to conduct performance reporting on all accounts you have integrated with this platform in one convenient and secure location. Watch the video below to learn more.

Access your "Plan Confidence" account to see what suggestions we have for your Future contributions and/or Current asset allocation in your employer-sponsored plan. Watch the video below to learn more.

Access Other
Online Services