Client Online Portal Access

Log Onto Your Client Portals By Clicking the Button to the Right of the Description

Black Diamond Performance Reporting

See all of your accounts, holdings, and performance.  Download app to access on your phone anywhere.  Use the Vault to upload secure documents, see your statements, and download your quarterly reports. Powered by Black Diamond

EMoney Financial Planning Software

If you are on our E Money Platform, use this tool to run reports, aggregate all of your accounts (investments, loans, credit cards) as well as store important documents for your one access to your total net worth


Direct link for clients using Fidelity as their custodian

Charles Schwab

Direct link for clients using Charles Schwab as their custodian