RESOURCES

Waterloo Capital is a wealth management firm that provides comprehensive financial planning and advisory services. They focus on achieving their financial goals through tailored strategies and expert guidance. 

Black Diamond is a portfolio management platform designed for financial advisors, offering tools for performance reporting and client communication. It helps streamline operations and enhance the client experience.  

Charles Schwab is a financial services company offering investment managing, trading platforms, and banking services. It provides individuals with tools and resources to achieve their finacial goals. 

Fidelity Investments is a financial services provider that offers trading, brokerage, and custodial services. Its products include a range of investment securities including individual stocks, ETFs, bonds and much more.