We use Charles Schwab to custody all Advisory assets managed by Redstone Wealth Management, where you can access real-time account data, research investment products, and manage Schwab DocuSign requests.

Clients can access Black Diamond's third-party Performance Reporting platform to view advanced performance and transaction data for their Redstone Wealth Management accounts.

In the Dynamic Planning phase, Clients gain access to the eMoney platform, allowing them to connect external accounts, use a robust budgeting tool, and track their progress toward financial goals.