Black Diamond Wealth Platform

Best for: Detailed Performance & Portfolio Tracking

The Black Diamond platform is your primary window into the health and growth of your investments. Designed for clarity and precision, this tool provides a comprehensive view of your investment allocations and performance across various timeframes, allowing you to see exactly how your strategy is working in real-time.

Beyond reporting, the platform features a Secure Digital Vault, providing a encrypted environment for us to safely share and store sensitive financial documents, tax records, and estate plans. For those who prefer to track their progress on the move, the Black Diamond Wealth Mobile App ensures your entire financial picture is always at your fingertips.

Financial Planning Portal (RightCapital)

Best for: Pre-Retirees and Business Owners

RightCapital is where we build and stress-test your future. For our business owners, this tool is essential for modeling “Net-to-Seller” proceeds and visualizing the impact of a business exit. For pre-retirees, it allows us to run “What-If” scenarios for Social Security optimization, Medicare integration, and tax-efficient withdrawal strategies. This is the blueprint for your financial life, accessible whenever you need to see your progress.

Institutional Custody
(Wealthscape Investor)

Best for: Secure Account Management

Powered by Fidelity, Wealthscape is your direct window into your brokerage and advisory accounts. This portal provides secure access to your official statements, tax documents, and trade confirmations. By leveraging the institutional stability of Fidelity, we ensure your assets are held with one of the most trusted custodians in the industry.

Charles Schwab Alliance

Best for: Direct Custodial Access

The Charles Schwab Alliance portal provides you with direct, 24/7 access to your custodial accounts. This secure platform is where you can view your official monthly statements, download tax documents (1099s), and review real-time trade confirmations.

By leveraging the institutional strength of Charles Schwab, we ensure your assets are held with one of the most respected and secure custodians in the financial industry. For a seamless experience on the go, the Schwab Mobile App allows you to monitor your account balances and activity with the same high level of encryption and security you expect from a global leader in asset custody.