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The Black Diamond ® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience.
Portfolio management and comprehensive reporting. Showcase the strategy you have developed while building relationships and meeting long-term financial goals.
The Black Diamond Client Experience is more than a portal, it’s a gateway to an immersive digital hub. Through a custom-branded, interactive online environment, your clients will have anytime, anywhere access to their financial life.
Matt Goette founded Black Diamond Financial in 2007 and serves as the firm’s President and Chief Investment Officer.
Black Diamond Financial, registered in 2015, serves 7 state (s) with a licensed staff of 9 advisors. Black Diamond Financial manages $701.4 million and provides investment advisory services for 274 clients (1:30 advisor/client ratio).
We believe in the power of a team-oriented approach. Our experienced and seasoned professionals are highly focused on client satisfaction.
Our comprehensive financial plans are tax and cost efficient, drawing on opportunities across Public and Private Markets. Each portfolio is customized to suit an individual client’s needs. We founded Black Diamond Financial to help guide clients through every aspect of their financial lives.
Black Diamond is a secure online portal that connects you to your financial life, your advisory team, and everything else you need to manage your wealth — from all of your devices. Log in to Black Diamond Wealth Platform.
Black Diamond empowers you to deliver a personalized client experience by leveraging: Cloud-based portfolio management and reporting; Next-gen Rebalancer; Modern Client Experience portal
At Black Diamond we are dedicated to safeguarding the futures of individuals and families by providing innovative financial solutions. We empower our clients to live life to the fullest knowing that they are protected, supported, and prepared for whatever comes their way.