Client Login
Black Diamond
Black Diamond Wealth Platform is our primary portfolio reporting platform. Here you will be able to view performance, allocation, projected income, plus an activity summary across all of your accounts no matter which custodian your account is held at.
Wealthscape Investor
We hold your investments at Fidelity’s Wealthscape Investor. This is where you log in for monthly statements, tax documents, etc. But, you can also see your positions and transactions within your account.
myStrive Portal
This is our communications and planning hub. It’s where we do our financial planning projections and share documents and reports. You are able to see your up-to-the-minute net worth, cash flow analysis, and your progress on all of the work we’re doing together.