Client Portal

Access everything you need to manage your financial journey in one secure place. If you have any questions or need assistance, we’re here to help!

The Black Diamond Wealth Portal provides clients with a secure, real time view of their financial portfolios, investment performance, and progress toward their goals, all in one convenient platform.

The Charles Schwab website gives clients secure access to their portfolio assets, detailed statements, and important tax documents in order to stay informed about their investment accounts, anytime, anywhere.

The RightCapital Client Portal offers an intuitive platform for managing your financial plan, tracking progress toward your goals, and securely collaborating with your advisor in real time.

Access your Social Security account securely to view your benefits, manage payments, estimate future benefits, and update your personal information at any time.

You're thinking about the future

Merrimack Wealth Management

Open Monday through Friday