Welcome to your WealthBridge Capital Management client access page. Along with account information, you’ll find convenient online help with coordinating your entire financial life.
The Black Diamond Wealth Platform is an award-winning system that provides innovative portfolio management and reporting through a feature-rich web-based application. Login to the Black Diamond portal to view your complete wealth picture. Along with powerful performance reporting, you’ll find financial planning and risk analysis tools. This integrated system will make it easier to track and manage your wealth.
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. (“Schwab”) is one of the leading custodians for independent advisors. In addition to providing a stable capital structure and strong liquidity, they offer a simple security guarantee: Schwab will cover 100% of any losses in any of your Schwab accounts due to unauthorized activity. Login to the Schwab portal to access your account summary, balances, positions, history, trade confirmations, and more.
Private Client Services/Pershing, LLC
An independently owned, full service broker/dealer, Private Client Services focuses on serving independent advisors with a level of support that sets industry standards. PCS has a strategic relationship with Pershing, LLC to execute, clear and custody your assets. Login to Pershing’s NetXInvestor portal to instantly access your investment account and tax statements, trade confirmations, and more.