Client Portal


Get the information that can help you live a confident retirement.

2

Online reporting system that provides a summary of your entire portfolio, including annuities.

orion

Online reporting system that provides detailed EQUITY TRUST, TD, & CNB account information.

emoney-logo

Online reporting system that provides a summary of your entire portfolio, including annuities.

While these account logins are intended to be user friendly, we know that using a new site can be difficult to find what you want and frustrating. Thatʼs why our founder Pat Strubbe has recorded a tutorial for each site. To watch Pat walk you through how he uses Black Diamond, Orion and eMoney for his accounts as well as for client accounts, please see the videos below.

For first-time visitors to these sites, or for help resetting your password, please give our office a call

at 803-798-1988.

Black Diamond Tutorial

Orion Tutorial

eMoney Tutorial

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at (803) 798-1988