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.
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Investment products and services available only to residents of: California (CA), Colorado (CO), Texas (TX) and New York (NY)
Investment advisory services offered through Blackridge Asset Management, LLC; an Investment Advisor registered with the SEC.
Padilla Wealth Management does not provide tax or accounting advice. You should consult with your tax advisor before making any financial or investment decisions.
*Padilla Wealth Management is in no way affiliated with any of the companies listed on this website.
In addition, none of the listed companies endorse, sponsor or otherwise sanction Padilla Wealth Management and the services our firm provides.
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