CLIENTACCESS Access your wealth management strategy, anywhere, anytime.
It is important to us that our clients have real-time access to their financial plan and investment accounts from anywhere at any time. WestHill Financial Advisors® uses the best technology to give you, our investment client, the ability to track and monitor your wealth through the three portals above. You can log into Charles Schwab to view your Schwab accounts, affect changes and see intraday investment values. You can also access Black Diamond to view the performance of your Schwab accounts, the investment allocation and our advisory fees. eMoney is the wealth management tool where your financial plan is created and monitored. Using the combination of these systems, you will have full access to all information regarding your accounts to keep your financial world organized.