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  • Fiduciary Oath

    We have created a straight-forward oath that we will sign declaring our commitment as a fiduciary to our clients:


    • We will always put your interests first
    • As a professional, we will act with skill, care, diligence, and good judgement. 
    • We will not mislead you and provide you with full disclosure of all important facts
    • We will avoid all conflicts of interest
    • We will fully disclose any unavoidable conflicts

  • Current Clients

    Log in to your Black Diamond portal by clicking here.

  • Investment Custodians

    Click here to go to Fidelity.

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