Client Resources

Your financial advisor is your point of contact to report your significant life changes or get advice or information you might need related to your finances, accounts, and investments. If you need immediate account service, or a statement or report directly from a service provider, please use the links and numbers below.

Schwab Alliance Client Center – 800-515-2157 – Client service representatives help with many things including address changes, withdrawals, electronic statements, cost basis, and tax documents.

Black Diamond Wealth Platform – Client portal for portfolio balances and performance, including management fee information.

MoneyGuidePro – Interactive retirement financial independence planning platform addressing financial goals and resources, manage progress, and explore various what-if scenarios. For clients already engaged in comprehensive financial planning with an advisor (request your unique web address and login from your advisor if applicable).