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Birchwood Black Diamond Client Portal

Client quarterly performance reports are available online or through the Black Diamond mobile app. 

Access Birchwood Black Diamond Client Portal

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USER GUIDE
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Login to Schwab Alliance

Client current balances and transaction history are available online through Schwab Alliance.

Access to Accounts Held at Charles Schwab

Throughout this website, we have provided links to various other websites.  Birchwood Financial Partners, Inc. believes information provided by external links to be current and valuable to its clients and is reasonably reliable and does not contain untrue statements of material facts, or misleading information. Birchwood provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time-sensitive nature, or viability of any information shown on these sites. Some content may be dated. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Financial Milestones


At different stages of your financial journey, you will reach age-driven milestones that can be financial planning opportunities. For example, at age 55, many retirement plans, even while still working, allow you to roll money out of the company plan into your own IRA. After age 59 ½, you no longer pay penalties on IRA distributions; at age 65, you become eligible for Medicare. Even if you remain working, you may want to explore your choices and opportunities at these many financial milestones.  

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